Filed May 29, 2008 (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 CONSULTING3+ years Service code 11 · EIN 23-2293237 | Actuarial | $38,695 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ENNISKNUPP Service code 18 · EIN 27-2436452 | Investment management fees paid direc... | $17,113 |
DEGANN CONSULTING, LLC3+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $15,400 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $15,280 |
WITHUMSMITH+BROWN, PC3+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $13,700 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS Service code 16 500 E. MAIN STREET · NORFOLK, VA 23510 | Consulting | $10,443 |
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.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 15.98% | 11.14%+4.8pp | 16.78%-0.8pp | 10.41%+5.6pp |
| Employer contribution / active EE | $33,310 | $14,043+137.2% | $26,328+26.5% | $14,691+126.7% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |