Filed July 22, 2003 (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 |
|---|---|---|
I.E. SHAFFER & CO.1+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX · WEST TRENTON, NJ 08628 | Contract Administrator | $63,980 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $51,306 |
CHEIRON1+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $44,154 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER, ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $20,531 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $12,469 |
Service code 29 · EIN 11-2340639 1350 BROADWAY, SUITE 501 PO BOX 822 · NEW YORK, NY 100180026 | Legal | $10,436 |
SAXBST LLP1+ years Service code 10 · EIN 46-4001827 | Accounting | $8,700 |
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 | $82,591-100.0% | $186,087-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.8%-0.8pp |
| Annual return | -0.86% | -3.68%+2.8pp | -2.13%+1.3pp | -0.60%-0.3pp |
| Employer contribution / active EE | $6,522 | $13,163-50.5% | $34,127-80.9% | $12,272-46.9% |
| Participant deferral / active EE | $0 | $47-100.0% | $131-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $941-100.0% | $717-100.0% |