Filed August 14, 2003
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 7-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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES Service code 13 · EIN 04-3609848 | Contract Administrator | $249,166 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 26 · EIN 04-3515240 | Advisory (Participants) | $114,933 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $114,170 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $112,210 |
COMERICA BANK2 years Filed as: COMERICA Service code 28 · EIN 45-6721988 | Investment Management | $82,219 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $78,854 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $68,440 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $21,115 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,055 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $250,986-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.6%-50.6pp | 2.2%-2.2pp |
| Annual return | 14.22% | 9.71%+4.5pp | 32.30%-18.1pp | 9.11%+5.1pp |
| Employer contribution / active EE | $10,155 | $7,317+38.8% | $33,955-70.1% | $12,231-17.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |