Filed April 24, 2013
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 Service code 15 · EIN 36-2235791 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,571 | $82,279+5.2% | $77,999+11.0% | $63,975+35.3% |
| Participation rate | 92.1% | 84.7%+7.4pp | 75.5%+16.6pp | 71.1%+20.9pp |
| Annual return | 2.18% | 11.20%-9.0pp | 425.96%-423.8pp | 48.65%-46.5pp |
| Employer contribution / active EE | $1,844 | $3,297-44.1% | $2,470-25.4% | $2,182-15.5% |
| Participant deferral / active EE | $3,202 | $4,538-29.4% | $3,497-8.4% | $3,356-4.6% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |