Filed February 21, 2006 (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 |
|---|---|---|
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $169,766 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-0025081 | Investment management fees paid direc... | $59,210 |
GRAYCLIFF PARTNERS LP1+ years Filed as: GRAYCLIFF MEZZANINE II PARALLEL LP Service code 28 · EIN 36-4711561 | Investment Management | $25,870 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CYPRIUM INVESTMENT PARTNERS Service code 52 · EIN 80-0560696 | Indirect Investment Fees | $17,021 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.99% | -0.09%-2.9pp | -0.81%-2.2pp | 1.67%-4.7pp |
| Employer contribution / active EE | $16,841 | $11,440+47.2% | $38,425-56.2% | $10,506+60.3% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |