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 | $70,021 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNISKNUPP Service code 10 · EIN 36-3109431 | Accounting | $48,730 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,716 |
BDO USA, LLP2+ years Filed as: BDO Service code 29 · EIN 13-5381590 | Legal | $27,000 |
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 | $44,977 | $70,961-36.6% | $108,579-58.6% | $65,292-31.1% |
| Participation rate | 89.2% | 80.9%+8.2pp | 79.6%+9.6pp | 72.4%+16.7pp |
| Annual return | 15.97% | 10.24%+5.7pp | -51.70%+67.7pp | 11.84%+4.1pp |
| Employer contribution / active EE | $1,207 | $1,833-34.1% | $3,758-67.9% | $2,302-47.5% |
| Participant deferral / active EE | $3,879 | $3,662+5.9% | $4,311-10.0% | $3,579+8.4% |
| Admin fee / account holder | $22 | $43-48.0% | $7,645-99.7% | $57-61.4% |