Filed June 14, 2006 (most recent of 4 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 4-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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $480,591 |
CANTERBURY CONSULTING2+ years Service code 27 · EIN 33-0307982 | Advisory (Plan) | $122,771 |
BRYAN CAVE LLP2+ years Service code 29 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 101043300 | Legal | $109,097 |
FIRST STATE TRUST COMPANY2+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $64,669 |
DENVER INVESTMENTS2+ years Filed as: DENVER INVESTMENT ADVISORS LTD Service code 28 · EIN 84-1284659 | Investment Management | $36,407 |
PINNACLE ASSOCIATES LTD2+ years Service code 28 · EIN 13-3220717 | Investment Management | $33,846 |
MAYER HOFFMAN MCCANN P.C.2+ years Service code 10 · EIN 43-1947695 | Accounting | $20,500 |
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.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 4.19% | 0.80%+3.4pp | 5.44%-1.2pp | 4.16%0pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |