Filed February 4, 2005 (most recent of 4 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 LLC8 years Service code 15 · EIN 82-1061233 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Recordkeeping | $1,336,328 |
CALLAN LLC8 years Service code 65 · EIN 94-2192581 600 MONTGOMERY STREET SUITE 800 · SAN FRANCISCO, CA 94111 | Account Maintenance | $484,577 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 10 STATE HOUSE SQUARE 15TH FLOOR · HARTFORD, CT 06103 | Investment Management | $429,390 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 65 · EIN 22-2232264 123 N WACKER DRIVE · CHICAGO, IL 60606 | Account Maintenance | $406,401 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Service code 28 · EIN 36-7045783 780 THIRD AVENUE, 42ND FLOOR · NEW YORK, NY 10017 | Investment Management | $286,674 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 500 GRANT STREET, BNY MELLON CENTER · PITTSBURGH, PA 15258 | Custodial (other than securities) | $143,402 |
SNYDER CAPITAL MANAGEMENT5 years Filed as: SNYDER CAPITAL MANAGEMENT L.P. Service code 28 · EIN 04-3370184 101 MISSION STREET SUITE 1400 · SAN FRANCISCO, CA 941051522 | Investment Management | $115,626 |
GROOM LAW GROUP7 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVENUE, N.W. · WASHINGTON, DC 20006 | Legal | $82,533 |
FRAZIER & DEETER, LLC6 years Filed as: FRAZIER & DEETER LLC Service code 65 · EIN 58-1433845 1230 PEACH STREET NE SUITE 1500 · ATLANTA, GA 30309 | Account Maintenance | $12,950 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $7,143 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.71% | 8.48%-5.8pp | 9.14%-6.4pp | 8.48%-5.8pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $40,544-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |