Filed January 18, 2006 (most recent of 2 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 |
|---|---|---|
Filed as: FMR LLC Service code 28 · EIN 04-3532603 | Investment Management | $93,788 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $55,060 |
GOLDMAN SACHS8 years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $28,322 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $27,962 |
CALLAN LLC9+ years Filed as: CALLAN ASSOCIATES Service code 16 · EIN 94-2192581 | Consulting | $15,728 |
AON CONSULTING6 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $12,806 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $10,000 |
BLACKROCK9+ years Filed as: BLACKROCK INST TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $6,263 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,533 | $79,171+67.4% | $102,423+29.4% | $74,495+77.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.98% | 54.93%-43.0pp | 29.32%-17.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $455 | $2,001-77.3% | $9,451-95.2% | $1,942-76.6% |