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 LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $626,403 |
FINANCIAL ENGINES2+ years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $597,946 |
Service code 28 · EIN 33-1077887 | Investment Management | $479,603 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $270,659 |
Filed as: SHENKMAN CAPITAL MANAGEMENT, INC Service code 28 · EIN 13-3280361 | Investment Management | $127,993 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Finders' fees / placement fees; Secur... | $32,242 |
Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 23-1159360 | Consulting | $17,334 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $7,908 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $7,039 |
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 | $152,096 | $82,683+84.0% | $133,980+13.5% | $65,292+132.9% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.1%+11.1pp | 72.4%+25.7pp |
| Annual return | 8.95% | 9.63%-0.7pp | 29.30%-20.3pp | 11.84%-2.9pp |
| Employer contribution / active EE | $7,599 | $3,583+112.1% | $5,211+45.8% | $2,302+230.1% |
| Participant deferral / active EE | $10,008 | $5,190+92.8% | $6,282+59.3% | $3,579+179.7% |
| Admin fee / account holder | $263 | $66+300.0% | $9,324-97.2% | $57+358.2% |