Filed June 14, 2006
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 |
|---|---|---|
Service code 16 · EIN 20-4751585 | Consulting | $45,820 |
MARCUM LLP1 year Service code 10 · EIN 01-1986323 | Accounting | $7,725 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,784 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
MAINSTAY2 years Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA Service code 52 · EIN 90-0337987 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Service code 52 · EIN 13-3317783 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,956 | $66,302-18.6% | $110,238-51.1% | $56,287-4.1% |
| Participation rate | 35.8% | 74.9%-39.1pp | 79.8%-44.0pp | 69.9%-34.0pp |
| Annual return | -4.14% | -1.18%-3.0pp | 314.74%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,010 | $2,047-50.6% | $3,826-73.6% | $2,111-52.1% |
| Participant deferral / active EE | $3,669 | $3,381+8.5% | $4,672-21.5% | $3,350+9.5% |
| Admin fee / account holder | $8 | $698-98.8% | $8,547-99.9% | $521-98.4% |