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 CONSULTING2+ years Service code 11 · EIN 23-2293237 | Actuarial | $179,576 |
P-SOLVE1 year Service code 27 200 WEST STREET · WALTHAM, MA 02451 | Advisory (Plan) | $115,341 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP Service code 18 · EIN 27-2436452 | Investment management; Investment man... | $94,307 |
DEGANN CONSULTING, LLC2+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $64,675 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $43,981 |
WITHUMSMITH+BROWN, PC2+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $13,600 |
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.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 6.45% | 16.85%-10.4pp | 5.44%+1.0pp | 11.88%-5.4pp |
| Employer contribution / active EE | $17,112 | $10,313+65.9% | $25,481-32.8% | $14,612+17.1% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |