Filed January 7, 2005 (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 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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $38,250 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,761 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $155,446 | $122,709+26.7% | $88,497+75.7% | $57,658+169.6% |
| Participation rate | 97.2% | 89.9%+7.4pp | 82.4%+14.8pp | 70.2%+27.0pp |
| Annual return | 8.16% | 10.63%-2.5pp | 7.63%+0.5pp | 5.13%+3.0pp |
| Employer contribution / active EE | $4,228 | $4,531-6.7% | $4,036+4.8% | $1,974+114.2% |
| Participant deferral / active EE | $10,909 | $6,704+62.7% | $4,899+122.7% | $3,061+256.4% |
| Admin fee / account holder | $54 | $93-42.2% | $6,220-99.1% | $95-43.3% |