Filed June 28, 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. $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 |
|---|---|---|
FIS BUSINESS SYSTEMS LLC3 years Filed as: FIS BUSINESS SYSTEMS, LLC Service code 64 · EIN 59-1086117 15449 COLLECTION CENTER DRIVE · CHICAGO, IL 60693 | Recordkeeping Fees | $24,375 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF AMERICA, N.A. Service code 19 · EIN 94-1687665 100 NORTH TYRONE STREET · CHARLOTTE, NC 28225 | Securities Custodian | $17,233 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $133,922-100.0% | $116,228-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | -94.68% | 147.76%-242.4pp | 90.06%-184.7pp | 217.08%-311.8pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |