Filed November 9, 2005 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $170,610 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 49 · EIN 81-4017137 | Other Services | $11,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,389 | $95,918+46.4% | $151,611-7.4% | $77,904+80.2% |
| Participation rate | 95.9% | 88.7%+7.1pp | 87.5%+8.4pp | 73.7%+22.2pp |
| Annual return | -12.84% | -5.50%-7.3pp | 3.33%-16.2pp | 12.21%-25.0pp |
| Employer contribution / active EE | $6,958 | $4,330+60.7% | $6,166+12.8% | $2,848+144.3% |
| Participant deferral / active EE | $7,065 | $7,508-5.9% | $8,363-15.5% | $4,806+47.0% |
| Admin fee / account holder | $128 | $93+37.4% | $11,616-98.9% | $133-3.3% |