Filed June 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 |
|---|---|---|
P-SOLVE3+ years Filed as: P SOLVE LLC Service code 17 · EIN 04-3513306 | Pension Consulting | $40,000 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $36,158 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $13,500 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1899003 | Indirect Investment Fees | $0 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 14.03% | 12.12%+1.9pp | 337.46%-323.4pp | 13.95%+0.1pp |
| Employer contribution / active EE | $90,909 | $13,419+577.4% | $20,191+350.2% | $16,598+447.7% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |