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 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $187,277 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,337 |
KUTAK ROCK LLP1+ years Service code 29 · EIN 47-0597598 | Legal | $48,466 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 16 · EIN 36-2235791 | Consulting | $27,036 |
Filed as: ALTMAN CRONIN LLP Service code 16 · EIN 94-3253397 | Consulting | $27,033 |
WRITE SOURCE GROUP1+ years Service code 21 · EIN 30-0826821 | Bank Trustee | $20,195 |
WIPFLI LLP1+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $15,600 |
INNERWORKINGS1+ years Filed as: INNER WORKINGS Service code 99 · EIN 20-5997364 | Other Fees | $13,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,840 | $23,187+54.6% | $67,711-47.1% | $69,651-48.5% |
| Participation rate | 16.3% | 20.5%-4.2pp | 67.5%-51.2pp | 66.6%-50.3pp |
| Annual return | 0.61% | 599.89%-599.3pp | 25.41%-24.8pp | 53.77%-53.2pp |
| Employer contribution / active EE | $115 | $277-58.4% | $2,559-95.5% | $2,241-94.9% |
| Participant deferral / active EE | $853 | $676+26.2% | $3,585-76.2% | $3,635-76.5% |
| Admin fee / account holder | $36 | $65-44.5% | $4,255-99.2% | $63-43.1% |