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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $49,084 |
COLEMAN & WILLIAMS, LTD.1 year Filed as: COLEMAN & WILLIAMS LTD Service code 10 · EIN 39-1658905 | Accounting | $18,000 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,666 |
HEWITT ASSOCIATES LLC9 years Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $11,269 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,143 | $155,364-27.8% | $103,476+8.4% | $77,643+44.4% |
| Participation rate | 98.4% | 85.5%+12.9pp | 80.5%+17.9pp | 70.6%+27.9pp |
| Annual return | 13.04% | 19.02%-6.0pp | 23.90%-10.9pp | 31.24%-18.2pp |
| Employer contribution / active EE | $7,100 | $5,949+19.3% | $4,672+52.0% | $2,726+160.5% |
| Participant deferral / active EE | $0 | $8,482-100.0% | $6,623-100.0% | $4,647-100.0% |
| Admin fee / account holder | $137 | $503-72.7% | $9,413-98.5% | $430-68.2% |