Filed May 5, 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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HUMAN RESOURCES CONSULTANT Service code 11 · EIN 13-2834414 | Actuarial | $138,120 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & C Service code 28 · EIN 04-2691242 | Investment Management | $20,929 |
NEW ENGLAND PENSION CONSULTANTS2+ years Filed as: NEW ENGLAND CONSULTANT Service code 28 · EIN 04-2927339 | Investment Management | $11,836 |
WITHUMSMITH+BROWN, PC2+ years Filed as: ALEX BROWN INVESTMENT MANAGEMENT Service code 28 · EIN 52-1349876 | Investment Management | $9,769 |
SB & COMPANY, LLC2+ years Service code 10 · EIN 20-2153727 | Accounting | $7,825 |
Filed as: STATE STREET Service code 28 · EIN 04-6691601 | Investment Management | $7,158 |
Filed as: PYRAMIS GLOBAL Service code 28 · EIN 20-4659714 | Investment Management | $6,895 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 6.87% | 9.41%-2.5pp | 5.00%+1.9pp | 9.19%-2.3pp |
| Employer contribution / active EE | $1,651 | $8,353-80.2% | $35,918-95.4% | $12,608-86.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |