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 LLC1 year Filed as: FIS BUSINESS SYSTEMS, LLC Service code 64 · EIN 59-1086117 15449 COLLECTION CENTER DRIVE · CHICAGO, IL 60693 | Recordkeeping Fees | $90,859 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA, N.A. Service code 19 · EIN 94-1687665 100 NORTH TYRON STREET · CHARLOTTE, NC 28225 | Securities Custodian | $53,886 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 33 · EIN 11-3658445 1585 BROADWAY · NEW YORK, NY 10036 | Other services; Securities brokerage ... | $32,377 |
BLACKROCK4 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 | $124,481 | $104,631+19.0% | $98,439+26.5% | $80,160+55.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 75.2%+24.8pp | 72.9%+27.1pp |
| Annual return | 19.53% | 34.72%-15.2pp | 21.16%-1.6pp | 40.38%-20.9pp |
| Employer contribution / active EE | $5,549 | $4,517+22.8% | $3,048+82.1% | $2,978+86.3% |
| Participant deferral / active EE | $0 | $6,545-100.0% | $4,738-100.0% | $5,017-100.0% |
| Admin fee / account holder | $60 | $105-42.4% | $8,948-99.3% | $145-58.3% |