Filed October 1, 2008 (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 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 |
|---|---|---|
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $399,000 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $236,000 |
ROCATON INVESTMENT ADVISORS, LLC10+ years Filed as: ROCATION INVESTMENT ADVISORS, LLC Service code 27 · EIN 13-3575636 | Advisory (Plan) | $201,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 16 · EIN 04-3275867 | Consulting | $198,000 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $46,000 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $7,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 5.25% | 7.99%-2.7pp | 9.14%-3.9pp | 8.76%-3.5pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,544-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |