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 LLC3 years Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,250 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 35-0859910 | Accounting | $12,750 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,918 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $9,564 |
Service code 16 · EIN 93-1098102 | Consulting | $5,620 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,842 | $120,075-41.8% | $90,782-23.1% | $55,725+25.3% |
| Participation rate | 98.4% | 88.0%+10.4pp | 82.7%+15.7pp | 70.9%+27.5pp |
| Annual return | -6.96% | -3.47%-3.5pp | -3.42%-3.5pp | 244.93%-251.9pp |
| Employer contribution / active EE | $6,131 | $4,693+30.6% | $4,105+49.3% | $2,078+195.0% |
| Participant deferral / active EE | $0 | $6,826-100.0% | $5,366-100.0% | $3,356-100.0% |
| Admin fee / account holder | $56 | $111-50.0% | $5,908-99.1% | $115-51.6% |