Filed November 19, 2008 (most recent of 2 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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $172,672 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $79,322 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST CO. Service code 50 · EIN 04-1867445 | Direct Payment | $25,000 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $16,320 |
Filed as: E.J. CALLAHAN & ASSOC LLC Service code 10 · EIN 46-4547996 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES W CAMMACK ASSOCIATES Service code 64 · EIN 13-3052851 | Recordkeeping Fees | $6,855 |
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 5.64% | 15.61%-10.0pp | 20.73%-15.1pp | 53.27%-47.6pp |
| Employer contribution / active EE | $10,244 | $10,773-4.9% | $36,500-71.9% | $14,774-30.7% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |