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 FUNDS4 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $372,000 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $334,000 |
Filed as: FIDELITY Service code 16 · EIN 04-3275867 | Consulting | $222,000 |
ROCATON INVESTMENT ADVISORS, LLC9+ years Filed as: ROCATION INVESTMENT ADVISORS, LLC Service code 27 · EIN 13-3575636 | Advisory (Plan) | $193,000 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $64,000 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $46,000 |
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 11.45% | 11.26%+0.2pp | 12.68%-1.2pp | 37.74%-26.3pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,588-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |