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 | $915,609 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 23-1159360 | Consulting | $504,700 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Investm... | $146,630 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $122,161 |
BLACKROCK10+ years Filed as: BLACKROCK INST TRUST CO. Service code 28 · EIN 30-1413443 | Investment Management | $103,211 |
TRUCKER HUSS3 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $97,514 |
CALLAN LLC10+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $96,413 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 91-0189318 | Accounting | $90,133 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $16,825 |
AON CONSULTING7 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $9,147 |
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.
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 | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 11.42% | 9.22%+2.2pp | 52.39%-41.0pp | 9.22%+2.2pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $23,486-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $224-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |