Filed January 6, 2006
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS LLP Service code 13 · EIN 16-0468020 | Contract Administrator | $88,860 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $66,701 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381890 | Accounting | $22,496 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-0676865 | Bank Trustee | $18,750 |
KEYBANK NATIONAL ASSOCIATION1+ years Filed as: KEYBANK REVENUE ADMINISTRATION Service code 19 · EIN 34-0797057 | Securities Custodian | $16,776 |
OSWALD COMPANIES1+ years Filed as: THE JAMES B OSWALD COMPANY Service code 22 · EIN 34-0445620 | Insurance Broker | $9,252 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,526,138 | $23,526,1380% | $846,462+2679.3% | $14,096,330+66.9% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -1.37% | -0.09%-1.3pp | -0.81%-0.6pp | 1.67%-3.0pp |
| Employer contribution / active EE | $7,232 | $11,440-36.8% | $38,425-81.2% | $10,506-31.2% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $43,809 | $43,8090% | $15,697+179.1% | $66,276-33.9% |