Filed September 28, 1999 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $412,880 |
VERIZON COMMUNICATIONS INC.3 years Service code 14 · EIN 23-2259884 | Plan Administrator | $176,843 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $61,560 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $61,285 |
DUANE MORRIS LLP3 years Filed as: DUANE MORRIS Service code 29 · EIN 23-1392502 | Legal | $42,973 |
DONNELLEY FINANCIAL LLC3 years Service code 10 · EIN 34-4829638 | Accounting | $21,386 |
ABEL NOSER SOLUTIONS7 years Service code 27 · EIN 81-2351633 | Advisory (Plan) | $12,458 |
THOMPSON HINE11+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $12,366 |
CONDUENT HR CONSULTING, LLC8 years Filed as: CONDUENT HR SERVICES LLC Service code 16 · EIN 81-2983623 | Consulting | $10,160 |
BLOOMBERG FINANCE LP6 years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $8,112 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,303 | $142,480+77.8% | $96,576+162.3% | $142,480+77.8% |
| Participation rate | 97.4% | 76.2%+21.2pp | 81.4%+16.0pp | 76.2%+21.2pp |
| Annual return | 12.36% | 16.32%-4.0pp | 38.47%-26.1pp | 16.32%-4.0pp |
| Employer contribution / active EE | $4,580 | $3,867+18.4% | $3,553+28.9% | $3,867+18.4% |
| Participant deferral / active EE | $9,851 | $6,807+44.7% | $7,956+23.8% | $6,807+44.7% |
| Admin fee / account holder | $293 | $307-4.7% | $11,381-97.4% | $307-4.7% |