Filed November 6, 2009 (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 ASSOCIATE Service code 15 · EIN 36-2235791 | Recordkeeping | $1,657,534 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MGMT Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $285,679 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 13 · EIN 41-1592157 | Contract Administrator | $273,273 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 50 · EIN 52-1714114 | Direct Payment | $3,567 |
HEWITT ASSOCIATES LLC2+ years Service code 59 | Shareholder Servicing | $0 |
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 | $122,749 | $92,488+32.7% | $70,014+75.3% | $65,292+88.0% |
| Participation rate | 94.2% | 81.7%+12.5pp | 71.8%+22.3pp | 72.4%+21.7pp |
| Annual return | 8.77% | 20.13%-11.4pp | 12.99%-4.2pp | 11.84%-3.1pp |
| Employer contribution / active EE | $5,567 | $3,198+74.1% | $2,338+138.1% | $2,302+141.9% |
| Participant deferral / active EE | $6,901 | $4,112+67.8% | $2,931+135.5% | $3,579+92.8% |
| Admin fee / account holder | $256 | $58+338.4% | $4,380-94.1% | $57+346.8% |