Filed July 5, 2005
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 5-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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 28 · EIN 13-3451974 | Investment Management | $389,606 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 20-4751585 | Investment Management | $221,682 |
WELLS FARGO BANK, N.A.2 years Service code 21 · EIN 94-1347393 | Bank Trustee | $178,178 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS PERRIN Service code 11 · EIN 23-1159360 | Actuarial | $82,756 |
Service code 15 · EIN 04-2530412 | Recordkeeping | $71,500 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439557 | Investment Management | $37,492 |
GAMCO ASSET MANAGEMENT1 year Filed as: BAMCO INC. Service code 28 · EIN 22-2676137 | Investment Management | $16,507 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | 1.11% | -114.97%+116.1pp | -102.03%+103.1pp | -82.66%+83.8pp |
| Employer contribution / active EE | $10,646,449 | $39,358+26950.4% | $36,229+29286.2% | $43,769+24223.9% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |