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 LLC5+ years Service code 64 · EIN 59-1086117 104 INVERNESS CENTER PLACE · BIRMINGHAM, AL 35242 | Recordkeeping Fees | $84,811 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA, N.A. Service code 19 · EIN 94-1687665 100 NORTH TYRON STREET · CHARLOTTE, NC 28255 | Securities Custodian | $51,668 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
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 | $117,989 | $105,190+12.2% | $98,907+19.3% | $90,288+30.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 17.36% | 18.52%-1.2pp | 196.43%-179.1pp | 53.97%-36.6pp |
| Employer contribution / active EE | $4,399 | $3,831+14.8% | $2,689+63.6% | $2,524+74.3% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,244-100.0% | $4,232-100.0% |
| Admin fee / account holder | $59 | $97-39.0% | $6,642-99.1% | $114-47.9% |