Filed January 4, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT & ASSOC. Service code 11 · EIN 36-2235791 | Actuarial | $287,795 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK NA Service code 13 · EIN 41-6257133 | Contract Administrator | $31,085 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $17,630 |
REHMANN ROBSON3+ years Filed as: REHMANN ACCOUNTING, LLC Service code 10 · EIN 38-3635706 | Accounting | $12,250 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $11,974 |
MILLER JOHNSON3+ years Filed as: MILLER JOHNSON SNELL & CO. Service code 29 · EIN 38-1603110 | Legal | $1,268 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 7.88% | 12.17%-4.3pp | 12.88%-5.0pp | 17.84%-10.0pp |
| Employer contribution / active EE | $727 | $11,298-93.6% | $40,010-98.2% | $14,688-95.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |