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 LLC6+ years Service code 64 · EIN 59-1086117 15449 COLLECTION CENTER DRIVE · CHICAGO, IL 60693 | Recordkeeping Fees | $86,902 |
Filed as: BANK OF AMERICA, N.A.. Service code 19 · EIN 94-1687665 100 NORTH TYRON STREET · CHARLOTTE, NC 28255 | Securities Custodian | $63,819 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,436 | $114,195+20.4% | $106,548+29.0% | $93,030+47.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.1%+23.9pp | 73.9%+26.1pp |
| Annual return | 18.54% | 22.18%-3.6pp | 26.80%-8.3pp | 158.70%-140.2pp |
| Employer contribution / active EE | $6,089 | $4,009+51.9% | $2,819+116.0% | $2,706+125.0% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,562-100.0% |
| Admin fee / account holder | $62 | $105-40.5% | $7,407-99.2% | $152-58.9% |