Filed June 14, 2006 (most recent of 2 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 |
|---|---|---|
PBGC PREMIUM4+ years Filed as: PBGC Service code 23 · EIN 23-0691815 | Insurance services | $191,938 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG Service code 11 · EIN 23-2140960 | Actuarial | $57,800 |
SEI INVESTMENTS4+ years Filed as: SEI Service code 20 · EIN 23-3060382 | Trustee (individual) | $48,180 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
Filed as: BOYER & RITTER Service code 10 · EIN 23-1311005 | Accounting | $10,600 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $68,458-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 10.1%-10.1pp | 4.7%-4.7pp |
| Annual return | -7.04% | -0.69%-6.3pp | -0.87%-6.2pp | -0.69%-6.3pp |
| Employer contribution / active EE | $10,569 | $16,786-37.0% | $21,826-51.6% | $16,786-37.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $656-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $165-100.0% | $124-100.0% |