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.2+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX · WEST TRENTON, NJ 08628 | Contract Administrator | $65,760 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $52,007 |
CHEIRON2+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $43,737 |
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER, ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $33,205 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $32,855 |
Service code 29 · EIN 11-2340639 1350 BROADWAY, SUITE 501 PO BOX 822 · NEW YORK, NY 100180026 | Legal | $15,757 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $12,500 |
STATE STREET GLOBAL ADVISORS2+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $8,774 |
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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 4.86% | 5.61%-0.8pp | 3.99%+0.9pp | 11.88%-7.0pp |
| Employer contribution / active EE | $7,246 | $20,606-64.8% | $38,279-81.1% | $14,612-50.4% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |