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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $865,621 |
FID INV INST OPS CO11+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $522,161 |
BLACKROCK11+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $502,400 |
HP INC.7 years Filed as: HP INC Service code 14 · EIN 94-1081436 | Plan Administrator | $287,483 |
AON CONSULTING8 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $200,000 |
THE BANK OF NEW YORK MELLON11+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $159,375 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $149,500 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 28 · EIN 36-3109431 | Investment Management | $100,000 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE LLC Service code 10 · EIN 13-3891517 | Accounting | $47,355 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,955 | $142,480+140.0% | $112,040+205.2% | $142,480+140.0% |
| Participation rate | 85.4% | 76.2%+9.2pp | 76.5%+8.9pp | 76.2%+9.2pp |
| Annual return | 14.43% | 16.32%-1.9pp | 24.52%-10.1pp | 16.32%-1.9pp |
| Employer contribution / active EE | $4,730 | $3,867+22.3% | $2,954+60.1% | $3,867+22.3% |
| Participant deferral / active EE | $14,023 | $6,807+106.0% | $5,098+175.1% | $6,807+106.0% |
| Admin fee / account holder | $89 | $307-70.9% | $12,098-99.3% | $307-70.9% |