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.
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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX · WEST TRENTON, NJ 08628 | Contract Administrator | $66,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $54,767 |
CHEIRON4+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $38,833 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $35,736 |
STATE STREET GLOBAL ADVISORS4+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $19,125 |
Service code 29 · EIN 11-2340639 1350 BROADWAY, SUITE 501 PO BOX 822 · NEW YORK, NY 100180026 | Legal | $16,233 |
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER, ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $15,146 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $15,000 |
See 1 actuary disclosure with Solo.
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The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $261,924-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 4.7%-4.7pp |
| Annual return | -4.39% | -3.22%-1.2pp | -2.99%-1.4pp | -0.69%-3.7pp |
| Employer contribution / active EE | $17,606 | $32,178-45.3% | $41,623-57.7% | $16,786+4.9% |
| Participant deferral / active EE | $0 | $442-100.0% | $35-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $38,841-100.0% | $124-100.0% |