Filed February 7, 2008
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 Service code 15 · EIN 36-2235791 | Recordkeeping | $659,827 |
Service code 28 · EIN 33-1077887 | Investment Management | $526,623 |
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES, INC. Service code 16 · EIN 94-3250323 | Consulting | $510,673 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $222,295 |
SHENKMAN CAPITAL MANAGEMENT1+ years Filed as: SHENKMAN CAPITAL MANAGEMENT , INC Service code 28 · EIN 13-3280361 | Investment Management | $146,898 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Securities brokerage; Finders' fees /... | $49,519 |
CURCIO WEBB1+ years Service code 16 100 BUSH STREET, SUITE 2400 · SAN FRANCISCO, CA 94104 | Consulting | $16,061 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $11,859 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,961 | $83,458+70.1% | $123,104+15.3% | $67,505+110.3% |
| Participation rate | 97.9% | 84.5%+13.4pp | 86.8%+11.1pp | 71.2%+26.7pp |
| Annual return | -0.50% | 1.29%-1.8pp | 13.22%-13.7pp | 6.52%-7.0pp |
| Employer contribution / active EE | $8,034 | $3,087+160.2% | $5,151+56.0% | $2,173+269.7% |
| Participant deferral / active EE | $10,441 | $5,379+94.1% | $6,230+67.6% | $3,597+190.3% |
| Admin fee / account holder | $232 | $60+288.3% | $9,015-97.4% | $56+313.1% |