Filed November 11, 2002 (most recent of 2 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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $591,308 |
RUSSELL TRUST COMPANY1+ years Service code 52 · EIN 91-1116938 | Indirect Investment Fees | $19 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,586 | $46,516-17.0% | $147,614-73.9% | $69,651-44.6% |
| Participation rate | 68.9% | 65.8%+3.1pp | 84.6%-15.7pp | 66.6%+2.3pp |
| Annual return | 0.35% | 9.48%-9.1pp | 61.98%-61.6pp | 53.77%-53.4pp |
| Employer contribution / active EE | $1,083 | $1,393-22.3% | $5,564-80.5% | $2,241-51.7% |
| Participant deferral / active EE | $1,864 | $2,719-31.5% | $4,895-61.9% | $3,635-48.7% |
| Admin fee / account holder | $38 | $45-14.6% | $11,611-99.7% | $63-39.5% |