Filed October 18, 2004
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 |
|---|---|---|
HARBOR6+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 28 · EIN 34-1953397 | Investment Management | $121,317 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $49,836 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $45,561 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $25,750 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $5,287 |
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 13.93% | 12.05%+1.9pp | 793.01%-779.1pp | 12.86%+1.1pp |
| Employer contribution / active EE | $6,934 | $21,947-68.4% | $27,004-74.3% | $13,687-49.3% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |