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 |
|---|---|---|
MERCER2+ years Filed as: WILLIAM M. MERCER INCORPORATED Service code 11 · EIN 13-2834414 | Actuarial | $373,120 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 12 · EIN 94-1347393 | Claims processing; Plan Administrator | $84,916 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $72,337 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $42,119 |
IMPACT MAILING1+ years Filed as: IMPACT MAILING SERVICES, INC. Service code 38 · EIN 56-1936864 | Participant Communication | $9,560 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $381,942,733-100.0% | $18,392,177-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 6.18% | 9.19%-3.0pp | 3.99%+2.2pp | 9.19%-3.0pp |
| Employer contribution / active EE | $400 | $12,608-96.8% | $38,279-99.0% | $12,608-96.8% |
| Participant deferral / active EE | $5 | $1,615-99.7% | $386-98.7% | $1,615-99.7% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $140,034-100.0% | $2,655,710-100.0% |