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 | $48,223 |
HEWITT ASSOCIATES LLC8 years Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $18,128 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,095 | $331,159-68.6% | $112,887-7.8% | $74,419+39.9% |
| Participation rate | 99.8% | 81.4%+18.4pp | 80.5%+19.3pp | 70.7%+29.1pp |
| Annual return | 17.53% | 21.62%-4.1pp | 34.10%-16.6pp | 34.38%-16.9pp |
| Employer contribution / active EE | $6,990 | $5,469+27.8% | $4,563+53.2% | $2,637+165.0% |
| Participant deferral / active EE | $0 | $8,097-100.0% | $6,513-100.0% | $4,528-100.0% |
| Admin fee / account holder | $148 | $281-47.4% | $7,047-97.9% | $348-57.5% |