Filed November 9, 2005 (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 |
|---|---|---|
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $46,957 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-2647786 | Contract Administrator | $28,906 |
HP INC.7 years Service code 14 · EIN 94-1081436 | Plan Administrator | $24,150 |
ERNST & YOUNG LLP7 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $20,935 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE Service code 10 · EIN 13-5133500 | Accounting | $10,705 |
GROOM LAW GROUP3 years Filed as: GROOM LAW Service code 29 · EIN 52-1219029 | Legal | $6,994 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,388 | $103,024+11.0% | $112,040+2.1% | $79,634+43.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 76.5%+23.5pp | 62.5%+37.5pp |
| Annual return | 4.01% | 17.60%-13.6pp | 24.52%-20.5pp | 36.46%-32.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $2,954-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $61 | $465-86.9% | $12,098-99.5% | $1,002-93.9% |