Filed August 5, 2005 (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 |
|---|---|---|
AON CONSULTING10+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $765,771 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA N.A Service code 28 · EIN 94-1687665 | Investment Management | $728,856 |
CURTISS-WRIGHT CORPORATION9 years Service code 14 · EIN 13-0612970 | Plan Administrator | $117,732 |
DIGITAL INK CORPORATION9 years Service code 49 · EIN 22-3389112 | Other Services | $46,704 |
BDG-CPAS8 years Service code 10 · EIN 22-2625944 | Accounting | $29,375 |
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.
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 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 3.65% | 10.00%-6.4pp | 5.17%-1.5pp | 9.30%-5.7pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $26,422-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $425 | $802-47.0% | $78+442.1% | $2,867-85.2% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |