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 64 · EIN 04-2647786 | Recordkeeping Fees | $25,149 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $16,486 |
HEWITT ASSOCIATES LLC4 years Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,746 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,888 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 35-0859910 | Accounting | $6,598 |
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 | $86,098 | $174,559-50.7% | $105,387-18.3% | $67,579+27.4% |
| Participation rate | 99.8% | 88.2%+11.6pp | 82.6%+17.3pp | 71.3%+28.5pp |
| Annual return | 21.64% | 23.63%-2.0pp | 26.82%-5.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $6,459 | $4,874+32.5% | $4,213+53.3% | $2,148+200.7% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $5,502-100.0% | $3,539-100.0% |
| Admin fee / account holder | $100 | $270-62.9% | $6,559-98.5% | $142-29.5% |