Filed June 14, 2005 (most recent of 3 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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $351,398 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $88,391 |
CURCIO WEBB1+ years Service code 28 · EIN 36-4171366 | Investment Management | $14,500 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $14,339 |
DRINKER BIDDLE & REATH LLP1+ years Filed as: DRINKER BIDDLE Service code 29 · EIN 23-1423089 | Legal | $11,463 |
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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -0.38% | 2.41%-2.8pp | -2.90%+2.5pp | -0.60%+0.2pp |
| Employer contribution / active EE | $13,980 | $14,069-0.6% | $27,990-50.1% | $12,272+13.9% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |