Filed October 21, 1999
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.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,593,342 |
STATE STREET GLOBAL ADVISORS1+ years Service code 25 ONE LINCOLN STREET · BOSTON, MA 021112900 | Directed Trustee | $263,137 |
EVERCORE TRUST COMPANY1+ years Service code 28 · EIN 01-0552543 | Investment Management | $128,000 |
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES INC. Service code 28 600 MONTGOMERY ST · SAN FRANCISCO, CA 94111 | Investment Management | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,922 | $36,004-22.4% | $64,105-56.4% | $69,651-59.9% |
| Participation rate | 28.3% | 47.3%-18.9pp | 68.2%-39.9pp | 66.6%-38.3pp |
| Annual return | -2.15% | 4.26%-6.4pp | 791.24%-793.4pp | 53.77%-55.9pp |
| Employer contribution / active EE | $396 | $617-35.8% | $1,820-78.2% | $2,241-82.3% |
| Participant deferral / active EE | $731 | $1,166-37.3% | $2,822-74.1% | $3,635-79.9% |
| Admin fee / account holder | $62 | $49+26.6% | $4,499-98.6% | $63-2.0% |