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 LLC2 years Filed as: FIS BUSINESS SYSTEMS, LLC Service code 64 · EIN 59-1086117 15449 COLLECTION CENTER DRIVE · CHICAGO, IL 60693 | Recordkeeping Fees | $95,637 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF AMERICA, N.A. Service code 19 · EIN 94-1687665 100 NORTH TYRON STREET · CHARLOTTE, NC 28225 | Securities Custodian | $62,930 |
BLACKROCK5 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 | $137,230 | $112,623+21.8% | $106,213+29.2% | $199,593-31.2% |
| Participation rate | 100.0% | 86.2%+13.8pp | 75.3%+24.7pp | 72.0%+28.0pp |
| Annual return | 19.97% | 15.57%+4.4pp | 116.14%-96.2pp | 34.25%-14.3pp |
| Employer contribution / active EE | $5,685 | $4,575+24.3% | $3,171+79.2% | $3,034+87.3% |
| Participant deferral / active EE | $0 | $6,659-100.0% | $5,016-100.0% | $5,087-100.0% |
| Admin fee / account holder | $62 | $107-41.6% | $11,033-99.4% | $269-76.8% |