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 LLC3+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $613,130 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $43,910 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRST CO Service code 52 | Indirect Investment Fees | $556 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 52 · EIN 91-1116938 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,131 | $53,684-10.3% | $170,442-71.8% | $80,976-40.6% |
| Participation rate | 68.7% | 69.2%-0.4pp | 83.6%-14.9pp | 68.3%+0.5pp |
| Annual return | 16.42% | 25.97%-9.5pp | 205.93%-189.5pp | 22.91%-6.5pp |
| Employer contribution / active EE | $1,192 | $1,642-27.4% | $5,433-78.1% | $2,402-50.4% |
| Participant deferral / active EE | $2,059 | $3,017-31.7% | $4,939-58.3% | $3,848-46.5% |
| Admin fee / account holder | $39 | $46-16.3% | $13,880-99.7% | $67-42.5% |