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 | $60,478 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 35-0859910 | Accounting | $20,870 |
HEWITT ASSOCIATES LLC5 years Filed as: HEWITT ENNISKNUPP Service code 11 · EIN 36-3109431 | Actuarial | $10,313 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,152 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $9,816 |
Service code 11 · EIN 93-1098102 | Actuarial | $6,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,009 | $160,088-38.2% | $112,977-12.4% | $73,409+34.9% |
| Participation rate | 100.0% | 90.7%+9.3pp | 82.6%+17.4pp | 72.2%+27.8pp |
| Annual return | 14.43% | 17.93%-3.5pp | 24.24%-9.8pp | 59.29%-44.9pp |
| Employer contribution / active EE | $6,840 | $5,200+31.5% | $4,255+60.8% | $2,234+206.2% |
| Participant deferral / active EE | $0 | $8,024-100.0% | $5,836-100.0% | $3,805-100.0% |
| Admin fee / account holder | $315 | $133+137.5% | $6,294-95.0% | $158+99.6% |