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 LLC7+ years Service code 64 · EIN 59-1086117 15449 COLLECTION CENTER DRIVE · CHICAGO, IL 60693 | Recordkeeping Fees | $88,163 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA, N.A. Service code 19 · EIN 94-1687665 100 NORTH TYRON STREET · CHARLOTTE, NC 28225 | Securities Custodian | $56,192 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 33 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Securities brokerage commissions and ... | $16,959 |
BLACKROCK3 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 | $110,647 | $136,266-18.8% | $90,749+21.9% | $77,904+42.0% |
| Participation rate | 100.0% | 86.6%+13.4pp | 75.7%+24.3pp | 73.7%+26.3pp |
| Annual return | -15.96% | -11.32%-4.6pp | -12.16%-3.8pp | 12.21%-28.2pp |
| Employer contribution / active EE | $6,483 | $4,215+53.8% | $2,921+121.9% | $2,848+127.7% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,564-100.0% | $4,806-100.0% |
| Admin fee / account holder | $65 | $399-83.7% | $8,445-99.2% | $133-50.9% |