Filed March 3, 1997
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,788 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP Service code 10 · EIN 36-3109431 | Accounting | $48,451 |
BDO USA, LLP1+ years Filed as: BDO Service code 29 · EIN 13-5381590 | Legal | $26,250 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,026 | $69,298-42.2% | $94,224-57.5% | $67,505-40.7% |
| Participation rate | 89.1% | 78.7%+10.4pp | 78.8%+10.3pp | 71.2%+17.9pp |
| Annual return | 1.32% | 4.36%-3.0pp | 10.68%-9.4pp | 6.52%-5.2pp |
| Employer contribution / active EE | $1,142 | $1,785-36.0% | $3,587-68.2% | $2,173-47.4% |
| Participant deferral / active EE | $3,703 | $3,471+6.7% | $4,320-14.3% | $3,597+3.0% |
| Admin fee / account holder | $18 | $59-69.9% | $6,269-99.7% | $56-68.5% |