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 |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $12,750 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $12,334 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,166 |
JMW CONSULTING, INC.1 year Service code 16 · EIN 36-3859085 | Consulting | $6,805 |
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 | $60,931 | $122,709-50.3% | $88,497-31.1% | $57,658+5.7% |
| Participation rate | 99.7% | 89.9%+9.8pp | 82.4%+17.3pp | 70.2%+29.5pp |
| Annual return | 7.28% | 10.63%-3.4pp | 7.63%-0.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $5,533 | $4,531+22.1% | $4,036+37.1% | $1,974+180.3% |
| Participant deferral / active EE | $0 | $6,704-100.0% | $4,899-100.0% | $3,061-100.0% |
| Admin fee / account holder | $56 | $93-39.2% | $6,220-99.1% | $95-40.4% |