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 |
|---|---|---|
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $440,413 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $408,044 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $82,554 |
PORTFOLIO EVALUATIONS, INC.5+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $25,750 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $8,999 |
K&L GATES3 years Filed as: K&L GATES, LLP Service code 29 · EIN 04-2530412 | Legal | $6,520 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 20.89% | 20.24%+0.7pp | 16.32%+4.6pp | 53.27%-32.4pp |
| Employer contribution / active EE | $0 | $14,384-100.0% | $31,806-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |