Filed April 1, 2006 (most recent of 8 filings on file)
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 |
|---|---|---|
Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $845,868 |
AON CONSULTING3 years Filed as: AON ACTUARIAL/ADMIN Service code 11 · EIN 36-2235791 | Actuarial | $204,903 |
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $167,983 |
MOORE & VAN ALLEN PLLC8+ years Service code 29 · EIN 56-0559307 | Legal | $26,700 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 19 · EIN 56-0900030 | Securities Custodian | $24,024 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $7,500 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -20.72% | -14.77%-5.9pp | 7.07%-27.8pp | 23.41%-44.1pp |
| Employer contribution / active EE | $2,117 | $4,290-50.7% | $34,847-93.9% | $12,650-83.3% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |