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 year Service code 16 · EIN 36-2235791 | Consulting | $349,257 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTANT, INC Service code 16 · EIN 27-2436452 | Consulting | $288,444 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $75,302 |
CHERRY BEKAERT LLP3+ years Filed as: CHERRY, BEKAERT AND HOLLAND LP Service code 10 · EIN 56-0574444 | Accounting | $16,500 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $16,026 |
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 | $46,757-100.0% | $42,250-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 11.3%-11.3pp |
| Annual return | 14.19% | 7.74%+6.5pp | 7.25%+6.9pp | 10.41%+3.8pp |
| Employer contribution / active EE | $73,851 | $8,358+783.6% | $33,137+122.9% | $14,691+402.7% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $159-100.0% | $2,646-100.0% |