Filed January 30, 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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $183,271 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $23,957 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $17,800 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL Service code 28 · EIN 94-3112180 | Investment Management | $5,542 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,195 | $122,693+12.6% | $184,203-25.0% | $199,593-30.8% |
| Participation rate | 97.5% | 86.8%+10.7pp | 86.8%+10.7pp | 72.0%+25.6pp |
| Annual return | 11.05% | 143.91%-132.9pp | 28.81%-17.8pp | 34.25%-23.2pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $56 | $121-53.9% | $13,901-99.6% | $269-79.3% |