Filed October 18, 2004
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 |
|---|---|---|
Service code 16 · EIN 53-0181291 | Consulting | $2,930,410 |
Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $1,535,732 |
Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $1,085,411 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $425,791 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $403,725 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $234,949 |
FIRST EAGLE2 years Filed as: FIRST EAGLE INVESTMENT Service code 28 · EIN 57-1156902 | Investment Management | $213,758 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $45,819 |
Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 | Investment Management | $39,742 |
AYCO1 year Filed as: THE AYCO COMPANY Service code 50 · EIN 33-1187432 | Direct Payment | $35,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 22.90% | 18.43%+4.5pp | 14.64%+8.3pp | 24.48%-1.6pp |
| Employer contribution / active EE | $5 | $6,699-99.9% | $41,831-100.0% | $9,418-99.9% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |