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 LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $615,559 |
RUSSELL TRUST COMPANY2+ years Service code 52 · EIN 91-1116938 | Indirect Investment Fees | $127 |
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 | $41,454 | $49,270-15.9% | $156,549-73.5% | $329,111-87.4% |
| Participation rate | 68.9% | 68.1%+0.7pp | 84.0%-15.2pp | 67.9%+1.0pp |
| Annual return | 8.37% | 23.25%-14.9pp | 32.23%-23.9pp | 16.35%-8.0pp |
| Employer contribution / active EE | $1,121 | $1,534-26.9% | $5,501-79.6% | $2,303-51.3% |
| Participant deferral / active EE | $1,936 | $2,920-33.7% | $4,871-60.3% | $3,682-47.4% |
| Admin fee / account holder | $38 | $51-24.6% | $13,027-99.7% | $754-94.9% |