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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-2647786 | Contract Administrator | $2,910,240 |
ALIGHT SOLUTIONS LLC8 years Service code 11 · EIN 36-2235791 | Actuarial | $1,999,415 |
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $727,979 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 28 · EIN 22-2232264 | Investment Management | $458,913 |
HP INC.8 years Service code 14 · EIN 94-1081436 | Plan Administrator | $309,644 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $297,065 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-5133500 | Accounting | $151,902 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY ADVISORY GROUP, LP Service code 10 · EIN 99-1405547 | Accounting | $69,464 |
CALLAN LLC2 years Filed as: CALLAN Service code 16 · EIN 94-2192581 | Consulting | $32,311 |
5500TAX GROUP, INC.4 years Service code 16 · EIN 20-2116576 | Consulting | $6,244 |
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.
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 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 | 13.5%-13.5pp | 0.0%0pp |
| Annual return | 7.31% | 9.04%-1.7pp | 64.50%-57.2pp | 9.04%-1.7pp |
| Employer contribution / active EE | $0 | $14,127-100.0% | $23,990-100.0% | $14,127-100.0% |
| Participant deferral / active EE | $0 | $665-100.0% | $287-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |