Filed April 16, 2007 (most recent of 4 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: FIDELITY Service code 25 · EIN 04-2723880 | Directed Trustee | $961,181 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNISKNUPP Service code 17 · EIN 36-3109431 | Pension Consulting | $243,361 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $190,511 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $166,638 |
RYDER SYSTEM, INC.2+ years Service code 15 · EIN 59-0739250 | Recordkeeping | $159,326 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 28 · EIN 13-5160382 | Investment Management | $139,304 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 21 · EIN 25-6078093 | Bank Trustee | $42,273 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.28% | 6.68%+1.6pp | 4.72%+3.6pp | 9.19%-0.9pp |
| Employer contribution / active EE | $19,664 | $25,873-24.0% | $30,821-36.2% | $12,608+56.0% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |