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 LLC3+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $349,208 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $96,885 |
CURCIO WEBB3+ years Service code 28 · EIN 36-4171366 | Investment Management | $14,500 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $13,533 |
DRINKER BIDDLE & REATH LLP3+ years Filed as: DRINKER BIDDLE Service code 29 · EIN 23-1423089 | Legal | $6,904 |
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 12.54% | 12.38%+0.2pp | 10.53%+2.0pp | 23.90%-11.4pp |
| Employer contribution / active EE | $31,955 | $23,325+37.0% | $29,360+8.8% | $16,539+93.2% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |