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 ADVISORS2+ years Filed as: SSGA Service code 50 · EIN 04-1867445 | Direct Payment | $308,027 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $180,130 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCAITES LLC Service code 11 · EIN 36-2235791 | Actuarial | $143,969 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $20,150 |
AXIOM GLOBAL2+ years Service code 29 · EIN 13-4099840 | Legal | $12,776 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.91% | 17.94%-10.0pp | 5.44%+2.5pp | 7.18%+0.7pp |
| Employer contribution / active EE | $3,375 | $12,263-72.5% | $25,481-86.8% | $13,095-74.2% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |