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 | $166,062 |
DEGANN CONSULTING, LLC3+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $64,675 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNISKNUPP Service code 18 · EIN 27-2436452 | Investment management fees paid direc... | $54,835 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS Service code 16 500 E. MAIN STREET · NORFOLK, VA 23510 | Consulting | $18,580 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $16,135 |
WITHUMSMITH+BROWN, PC3+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $13,400 |
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.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 15.78% | 22.74%-7.0pp | 16.78%-1.0pp | 13.95%+1.8pp |
| Employer contribution / active EE | $19,356 | $16,157+19.8% | $26,328-26.5% | $16,598+16.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |