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 | $258,512 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,182 |
KUTAK ROCK LLP6+ years Service code 16 · EIN 47-0597598 | Consulting | $97,668 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $57,700 |
WIPFLI LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $36,500 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,437 | $36,321+58.1% | $89,391-35.7% | $106,222-45.9% |
| Participation rate | 5.8% | 29.8%-24.0pp | 68.0%-62.2pp | 70.8%-65.0pp |
| Annual return | 13.30% | 24.00%-10.7pp | 245.62%-232.3pp | 21.69%-8.4pp |
| Employer contribution / active EE | $99 | $507-80.5% | $2,586-96.2% | $2,723-96.4% |
| Participant deferral / active EE | $361 | $1,286-71.9% | $3,890-90.7% | $4,600-92.2% |
| Admin fee / account holder | $60 | $78-22.3% | $4,881-98.8% | $78-22.9% |