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 ADVISORS6+ years Filed as: SSGA Service code 50 · EIN 81-4017137 | Direct Payment | $171,541 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2230064 | Actuarial | $139,045 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $106,234 |
AXIOM GLOBAL6+ years Service code 29 · EIN 13-4099840 | Legal | $22,714 |
BDO USA, LLP6+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $21,650 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 82-1061233 | Other Services | $6,600 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 13.97% | 13.15%+0.8pp | -2.84%+16.8pp | 11.45%+2.5pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |