Filed February 2, 2012 (most recent of 4 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 10-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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 13 · EIN 30-0219031 | Contract Administrator | $716,687 |
HEWITT ASSOCIATES LLC11+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $259,943 |
Filed as: FIDELITY INVESTMENTS Service code 11 311 S WACKER DR · CHICAGO, IL 60606 | Actuarial | $70,865 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $40,678 |
MAIL HAUS10+ years Service code 36 1745 SUBURBAN DRIVE · DEPERE, WI 54115 | Copying and duplicating | $6,762 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 11.07% | 8.48%+2.6pp | 37.43%-26.4pp | 9.22%+1.9pp |
| Employer contribution / active EE | $0 | $8,226-100.0% | $38,058-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |