Filed February 26, 2004
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 LLC1+ years Filed as: HEWITT ASSOCIATES Service code 26 · EIN 36-2235791 | Advisory (Participants) | $142,282 |
HARRIS1+ years Filed as: HARRIS ASSOCIATES Service code 21 · EIN 04-3276558 | Bank Trustee | $125,169 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS Service code 26 · EIN 39-1186267 | Advisory (Participants) | $49,085 |
KUTAK ROCK LLP1+ years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $30,632 |
WIPFLI LLP1+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $12,600 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $49,677-100.0% | $176,816-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 39.2%-39.2pp | 3.6%-3.6pp |
| Annual return | -6.27% | 11.88%-18.1pp | 2.89%-9.2pp | 11.88%-18.1pp |
| Employer contribution / active EE | $0 | $14,612-100.0% | $39,831-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $99-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $478-100.0% | $637-100.0% |