Filed October 6, 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 |
|---|---|---|
XEROX CORPORATION2+ years Service code 65 · EIN 16-0468020 | Account Maintenance | $326,133 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 18 · EIN 23-1159360 | Custodial (other than securities) | $226,850 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $41,699 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $34,300 |
WILLIAM BLAIR2+ years Service code 28 · EIN 36-2214610 | Investment Management | $32,067 |
BLACKROCK2+ years Filed as: BLACKROCK BGI Service code 28 · EIN 94-3112180 | Investment Management | $31,540 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $30,656 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $23,501 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $20,265 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $20,146 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 8.91% | 8.65%+0.3pp | 7.99%+0.9pp | 8.65%+0.3pp |
| Employer contribution / active EE | $7,735 | $6,737+14.8% | $3,868+100.0% | $6,737+14.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $0 | $27-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |