Filed March 11, 2006 (most recent of 3 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 |
|---|---|---|
FID INV INST OPS CO10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $701,121 |
AYCO6 years Filed as: THE AYCO CO Service code 16 · EIN 13-4019460 | Consulting | $166,154 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $50,620 |
AON CONSULTING10+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $50,124 |
NORTON ROSE FULBRIGHT6 years Filed as: NORTON,ROSE,FULBRIGHT (NRF) Service code 50 · EIN 74-1201087 | Direct Payment | $38,905 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 36-4745545 | Accounting | $16,500 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 10 · EIN 91-0675641 | Accounting | $8,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,500 | $145,906-10.6% | $67,502+93.3% | $106,382+22.7% |
| Participation rate | 92.7% | 67.1%+25.6pp | 72.9%+19.9pp | 69.9%+22.9pp |
| Annual return | 14.28% | 15.10%-0.8pp | 3512.12%-3497.8pp | 17.37%-3.1pp |
| Employer contribution / active EE | $8,700 | $6,028+44.3% | $2,731+218.6% | $3,364+158.7% |
| Participant deferral / active EE | $0 | $5,093-100.0% | $4,000-100.0% | $5,569-100.0% |
| Admin fee / account holder | $69 | $38+82.2% | $3,998-98.3% | $79-12.9% |