Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 employees
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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $680,965 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $569,247 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $170,364 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $63,507 |
SCHNEIDER DOWNS & CO., INC.1+ years Service code 10 · EIN 25-1408703 | Accounting | $16,977 |
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 | $141,966 | $82,422+72.2% | $67,652+109.8% | $67,505+110.3% |
| Participation rate | 97.6% | 84.2%+13.4pp | 75.7%+21.9pp | 71.2%+26.4pp |
| Annual return | 0.40% | 12.72%-12.3pp | 6625.04%-6624.6pp | 6.52%-6.1pp |
| Employer contribution / active EE | $3,146 | $2,879+9.3% | $2,266+38.9% | $2,173+44.8% |
| Participant deferral / active EE | $9,246 | $5,020+84.2% | $3,560+159.7% | $3,597+157.1% |
| Admin fee / account holder | $174 | $53+226.3% | $4,821-96.4% | $56+209.2% |