Filed February 10, 2005 (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 6-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 |
|---|---|---|
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 27 · EIN 74-2798841 | Advisory (Plan) | $39,273 |
Filed as: TOWERS WATSON DELAWARE INC Service code 17 · EIN 53-0181291 | Pension Consulting | $38,744 |
ACCUITY LLP3+ years Service code 10 · EIN 20-5325889 | Accounting | $21,257 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS INSTITUTIONAL CONSULTING Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,501 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $5,220 |
D'AMATO & MALONEY, LLP1 year Filed as: DAMATO AND MALONEY LLP Service code 27 · EIN 26-3458324 | Advisory (Plan) | $5,004 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 39-1882210 | Indirect Investment Fees | $0 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 7.66% | 9.21%-1.5pp | 14.20%-6.5pp | 10.41%-2.7pp |
| Employer contribution / active EE | $0 | $20,031-100.0% | $27,968-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |