Filed January 28, 2006
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 |
|---|---|---|
Filed as: PENSION BENEFIT GUARANTEE CORP. Service code 73 P. O. BOX 151750 · ALEXANDRIA, VA 223151750 | Other insurance fees and expenses | $1,320,246 |
QCI ASSET MANAGEMENT5+ years Service code 21 40A GROVE STREET · PITTSFORD, NY 14534 | Bank Trustee | $245,690 |
MERCER5+ years Filed as: WILLIAM M. MERCER, INC Service code 11 · EIN 13-2836900 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $119,120 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO Service code 19 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $47,985 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 3.80% | 13.15%-9.3pp | -2.84%+6.6pp | 11.45%-7.7pp |
| Employer contribution / active EE | $14,327 | $23,714-39.6% | $33,329-57.0% | $17,219-16.8% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |