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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT INV CONSULTANT, INC Service code 16 · EIN 27-2436452 | Consulting | $427,680 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTION LLC Service code 13 · EIN 82-1061233 | Contract Administrator | $201,782 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $117,540 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $89,880 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $35,345 |
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 | $317,036-100.0% | $157,433-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 13.0%-13.0pp |
| Annual return | 21.46% | 10.33%+11.1pp | 10.27%+11.2pp | 13.59%+7.9pp |
| Employer contribution / active EE | $109,500 | $8,298+1219.7% | $19,104+473.2% | $14,592+650.4% |
| Participant deferral / active EE | $0 | $31-100.0% | $15-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $12,160-100.0% | $29,657-100.0% |