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 LLC2 years Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $15,876 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,417 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $12,825 |
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 | $72,724 | $138,427-47.5% | $97,995-25.8% | $69,631+4.4% |
| Participation rate | 100.0% | 90.0%+10.0pp | 82.4%+17.6pp | 70.7%+29.3pp |
| Annual return | 18.29% | 26.21%-7.9pp | 23.94%-5.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $5,962 | $4,858+22.7% | $4,158+43.4% | $2,032+193.4% |
| Participant deferral / active EE | $0 | $7,165-100.0% | $5,097-100.0% | $3,224-100.0% |
| Admin fee / account holder | $61 | $101-39.8% | $5,943-99.0% | $110-45.1% |