Filed February 21, 2006 (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 |
|---|---|---|
FIAM LLC9 years Filed as: FIAM TRUST COMPANY Service code 28 · EIN 04-3532603 | Investment Management | $184,174 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $127,787 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $37,294 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY, LLP Service code 29 · EIN 16-0764720 | Legal | $24,615 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 19 · EIN 04-2723880 | Securities Custodian | $19,049 |
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.
Annual investment return 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 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 2.10% | 9.97%-7.9pp | 9.14%-7.0pp | 8.23%-6.1pp |
| Employer contribution / active EE | $7,692 | $11,966-35.7% | $40,544-81.0% | $13,859-44.5% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |