Filed December 16, 2016 (most recent of 4 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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating; Direct payme... | $489,965 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $376,153 |
UNITED PARCEL SERVICE1 year Filed as: UNITED PARCEL SERVICES Service code 36 · EIN 95-1732075 | Other insurance fees and expenses; Co... | $199,321 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $86,992 |
DIRECT TECHNOLOGIES, INC1 year Service code 36 · EIN 58-2563032 | Copying and duplicating; Direct payme... | $73,000 |
RR DONNELLEY4+ years Service code 36 · EIN 36-1004130 | Copying and duplicating; Direct payme... | $41,740 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $280,855-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -3.78% | -1.95%-1.8pp | -0.70%-3.1pp | -1.95%-1.8pp |
| Employer contribution / active EE | $2,325 | $9,243-74.8% | $28,903-92.0% | $9,243-74.8% |
| Participant deferral / active EE | $0 | $425-100.0% | $148-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,852-100.0% | $62,356-100.0% |