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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $303,000 |
Filed as: FIDELITY Service code 16 · EIN 04-3275867 | Consulting | $267,000 |
Filed as: MESA WEST CAPITAL Service code 27 11755 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Advisory (Plan) | $232,000 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Filed as: ROCATION INVESTMENT ADVISORS, LLC Service code 27 601 MERRIT 7 · NORWALK, CT 06851 | Advisory (Plan) | $160,000 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $125,000 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $38,000 |
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.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -5.01% | -1.12%-3.9pp | -2.18%-2.8pp | 0.19%-5.2pp |
| Employer contribution / active EE | $18,462 | $12,052+53.2% | $38,751-52.4% | $13,763+34.1% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |