Filed September 15, 2006 (most recent of 4 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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 50 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Direct Payment | $69,679 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $56,716 |
WINSTON & STRAWN LLP1 year Service code 50 · EIN 36-1975990 | Direct Payment | $6,846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,880 | $29,516+126.6% | $77,482-13.7% | $90,288-25.9% |
| Participation rate | 25.0% | 33.7%-8.7pp | 54.2%-29.2pp | 73.4%-48.4pp |
| Annual return | 14.22% | 231.18%-217.0pp | 54.79%-40.6pp | 53.97%-39.7pp |
| Employer contribution / active EE | $813 | $381+113.6% | $986-17.5% | $2,524-67.8% |
| Participant deferral / active EE | $1,574 | $944+66.7% | $1,861-15.4% | $4,232-62.8% |
| Admin fee / account holder | $74 | $106-29.7% | $2,858-97.4% | $114-34.7% |