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 CONSULTING2 years Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 99 1100 REYNOLDS BLVD · WINSTON SALEM, NC 27105 | Other Fees | $37,500 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $17,461 |
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 | $84,602 | $80,753+4.8% | $136,294-37.9% | $62,292+35.8% |
| Participation rate | 85.1% | 73.5%+11.6pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 19.91% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,719 | $2,884-5.7% | $4,695-42.1% | $2,042+33.2% |
| Participant deferral / active EE | $5,843 | $5,164+13.1% | $6,247-6.5% | $3,169+84.4% |
| Admin fee / account holder | $194 | $525-63.2% | $9,243-97.9% | $479-59.6% |