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 | $173,253 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 49 · EIN 81-4017137 | Other Services | $10,104 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,528 | $100,227+56.2% | $169,993-7.9% | $74,419+110.3% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.0%+11.6pp | 70.7%+27.9pp |
| Annual return | 13.63% | 66.08%-52.4pp | 53.37%-39.7pp | 34.38%-20.7pp |
| Employer contribution / active EE | $7,503 | $4,263+76.0% | $6,785+10.6% | $2,637+184.5% |
| Participant deferral / active EE | $8,169 | $7,143+14.4% | $10,408-21.5% | $4,528+80.4% |
| Admin fee / account holder | $131 | $234-44.1% | $12,815-99.0% | $348-62.4% |