Filed November 9, 2005 (most recent of 9 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 8-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+ years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $85,216 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $24,017 |
IBERDROLA USA MGMT CORP1+ years Filed as: IBERDROLA USA MGMT Service code 65 · EIN 04-6931375 | Account Maintenance | $19,112 |
CURCO1+ years Service code 16 · EIN 13-1675617 | Consulting | $6,589 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -1.41% | -1.64%+0.2pp | 16.23%-17.6pp | -0.60%-0.8pp |
| Employer contribution / active EE | $28,028 | $19,166+46.2% | $17,605+59.2% | $12,272+128.4% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |