Filed March 20, 2006 (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 |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 16 · EIN 82-1061233 | Consulting | $5,915,698 |
NISA INVESTMENT ADVISORS, LLC6+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,399,137 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $1,089,219 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $628,727 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NA Service code 28 · EIN 13-4064414 | Investment Management | $497,715 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $454,646 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $369,063 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $364,981 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Direct payment from the plan; Investm... | $273,782 |
CALLAN LLC2 years Service code 16 · EIN 94-2192581 | Consulting | $175,000 |
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.
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 | $146,045-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 14.19% | 13.80%+0.4pp | 9.55%+4.6pp | 13.80%+0.4pp |
| Employer contribution / active EE | $883 | $10,386-91.5% | $39,797-97.8% | $10,386-91.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $130-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |