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 6-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $360,856 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONS. Service code 13 · EIN 47-3313152 | Contract Administrator | $142,500 |
Filed as: PRINCIPAL GLOBAL INV Service code 27 · EIN 42-1479618 | Advisory (Plan) | $103,302 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS Service code 13 · EIN 22-3189064 | Contract Administrator | $35,500 |
TAI2 years Service code 13 · EIN 13-3503896 | Contract Administrator | $32,468 |
GROOM LAW GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $22,883 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $326,582-100.0% | $319,634-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.0%-43.0pp |
| Annual return | -3.07% | 203.80%-206.9pp | 174.94%-178.0pp | 259.13%-262.2pp |
| Employer contribution / active EE | $0 | $43,384-100.0% | $38,590-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,546-100.0% |