Filed January 18, 2007 (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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK Service code 13 · EIN 04-1867445 | Contract Administrator | $231,444 |
MERCER6 years Service code 11 · EIN 13-2834414 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $175,843 |
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 | $36,224-100.0% | $205,371-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 53.4%-53.4pp | 2.1%-2.1pp |
| Annual return | 5.74% | 9.14%-3.4pp | 6.25%-0.5pp | 9.14%-3.4pp |
| Employer contribution / active EE | $27,745 | $19,963+39.0% | $26,962+2.9% | $19,963+39.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $517-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $13,227-100.0% | $200-100.0% |