Filed May 17, 1995 (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 LLC1+ years Filed as: HEWITT ENNISKNUPP INC Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $117,222 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,857 |
WINDHAM BRANNON1+ years Service code 10 3630 PEACHTREE ROAD NE STE 600 · ATLANTA, GA 30326 | Accounting | $12,595 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,379 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,319 | $75,760-5.9% | $123,104-42.1% | $59,188+20.5% |
| Participation rate | 93.0% | 86.0%+7.0pp | 86.8%+6.3pp | 69.4%+23.6pp |
| Annual return | 1.50% | 2.93%-1.4pp | 13.22%-11.7pp | 5.51%-4.0pp |
| Employer contribution / active EE | $914 | $3,415-73.2% | $5,151-82.3% | $2,098-56.4% |
| Participant deferral / active EE | $4,840 | $5,000-3.2% | $6,230-22.3% | $3,265+48.3% |
| Admin fee / account holder | $35 | $61-42.5% | $9,015-99.6% | $92-62.1% |