Filed October 18, 2004 (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 ADVISORS1+ years Filed as: SSGA Service code 25 · EIN 04-1867445 | Directed Trustee | $518,143 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $338,836 |
Filed as: INVESTMENT RESEACH & MANAGEMENT Service code 19 · EIN 04-2955404 | Securities Custodian | $265,827 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCAITES LLC Service code 11 · EIN 36-2235791 | Actuarial | $123,657 |
AXIOM GLOBAL1+ years Service code 29 · EIN 13-4099840 | Legal | $52,740 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $19,625 |
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% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.55% | -0.43%-2.1pp | -3.43%+0.9pp | -0.60%-1.9pp |
| Employer contribution / active EE | $13,559 | $10,132+33.8% | $25,607-47.0% | $12,272+10.5% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |