Filed October 18, 2004
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 |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $437,012 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 21 · EIN 13-3575636 | Bank Trustee | $355,432 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $95,187 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $45,000 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $37,500 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $32,293 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $13,829 |
MILLIMAN, INC.1+ years Filed as: MILLMAN Service code 11 · EIN 91-0675641 | Actuarial | $6,817 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -2.79% | -1.11%-1.7pp | -1.10%-1.7pp | -0.60%-2.2pp |
| Employer contribution / active EE | $13,373 | $11,820+13.1% | $27,248-50.9% | $12,272+9.0% |
| Participant deferral / active EE | $36 | $1,534-97.7% | $105-65.8% | $416-91.4% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |