Filed January 6, 2006
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 CONSULTING1 year Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 99 1100 REYNOLDS BLVD · WINSTON SALEM, NC 27105 | Other Fees | $37,500 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $11,321 |
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 | $74,116 | $75,183-1.4% | $123,892-40.2% | $55,167+34.3% |
| Participation rate | 86.7% | 72.8%+13.8pp | 81.4%+5.3pp | 69.0%+17.7pp |
| Annual return | 7.18% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,892 | $2,823+2.4% | $4,617-37.4% | $1,963+47.3% |
| Participant deferral / active EE | $6,122 | $5,084+20.4% | $5,984+2.3% | $3,054+100.4% |
| Admin fee / account holder | $174 | $663-73.8% | $8,357-97.9% | $504-65.5% |