Filed December 24, 2004 (most recent of 6 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 9-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 CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $2,292,299 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $493,843 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $138,507 |
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.
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 | $14,491,905-100.0% | $85,985-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 19.2%-19.2pp | 5.3%-5.3pp |
| Annual return | 13.80% | 1057.21%-1043.4pp | 14.20%-0.4pp | 1057.21%-1043.4pp |
| Employer contribution / active EE | $5,801 | $14,374-59.6% | $27,968-79.3% | $14,374-59.6% |
| Participant deferral / active EE | $0 | $351-100.0% | $576-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $6,028-100.0% | $81,210-100.0% |