Filed September 15, 2006 (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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP, INC Service code 16 · EIN 26-1215313 | Consulting | $1,109,599 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $74,147 |
CHERRY BEKAERT LLP1+ years Filed as: CHERRY, BEKAERT AND HOLLAND LP Service code 10 · EIN 56-0574444 | Accounting | $31,500 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 01-1867445 | Bank Trustee | $17,803 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $211,396-100.0% | $177,383-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 23.8%-23.8pp | 4.3%-4.3pp |
| Annual return | -4.43% | 2.81%-7.2pp | -0.48%-4.0pp | 2.81%-7.2pp |
| Employer contribution / active EE | $6,100 | $16,358-62.7% | $23,357-73.9% | $16,358-62.7% |
| Participant deferral / active EE | $0 | $775-100.0% | $17-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,964-100.0% | $1,639-100.0% |