Filed April 28, 1997 (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 6-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 |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 · EIN 52-1042410 | Other Fees | $1,741,788 |
THE BANK OF NEW YORK MELLON3+ years Service code 28 · EIN 25-1755061 | Investment Management | $392,052 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 16 · EIN 36-2235791 | Consulting | $283,826 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 14.91% | 16.32%-1.4pp | 10.65%+4.3pp | 16.32%-1.4pp |
| Employer contribution / active EE | $2,820 | $12,766-77.9% | $30,880-90.9% | $12,766-77.9% |
| Participant deferral / active EE | $0 | $800-100.0% | $65-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |