Filed May 23, 2006
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 |
|---|---|---|
MERCER9 years Service code 11 · EIN 13-2834414 | Actuarial | $216,160 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $215,424 |
SUNTRUST BANKS, INC.5 years Filed as: TRUIST BANK Service code 12 · EIN 56-1074313 | Direct payment from the plan; Claims ... | $92,931 |
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891517 | Accounting | $74,361 |
CURCIO WEBB2 years Service code 27 610 16TH ST · OAKLAND, CA 94612 | Advisory (Plan) | $42,207 |
ALIGHT SOLUTIONS LLC3 years Service code 99 | Other Fees | $3,486 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $440,923-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 7.09% | 10.71%-3.6pp | 8.94%-1.9pp | 10.71%-3.6pp |
| Employer contribution / active EE | $338 | $14,986-97.7% | $36,999-99.1% | $14,986-97.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $1-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $2,072-100.0% | - |