Filed February 5, 2002 (most recent of 5 filings on file)
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 HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $1,178,695 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,104,778 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT FINANCIAL SERVICES, LLC Service code 33 · EIN 36-3943169 | Securities brokerage; Distribution (1... | $53,725 |
DIRECT DATA CORPORATION1 year Service code 36 5475 FULTON INDUSTRIAL BOULEVARD · SW ATLANTA, GA 303362528 | Copying and duplicating; Participant ... | $30,899 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $17,963 |
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $82,556 | $169,122-51.2% | $77,999+5.8% | $329,111-74.9% |
| Participation rate | 75.3% | 88.4%-13.1pp | 75.5%-0.2pp | 67.9%+7.4pp |
| Annual return | 7.85% | 11.00%-3.1pp | 425.96%-418.1pp | 16.35%-8.5pp |
| Employer contribution / active EE | $1,848 | $5,827-68.3% | $2,470-25.2% | $2,303-19.8% |
| Participant deferral / active EE | $3,370 | $8,046-58.1% | $3,497-3.6% | $3,682-8.5% |
| Admin fee / account holder | $136 | $83+64.6% | $5,480-97.5% | $754-82.0% |