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 PREMIUM5+ years Filed as: PBGC Service code 23 · EIN 23-0691815 | Insurance services | $230,391 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG Service code 11 · EIN 23-2140960 | Actuarial | $56,000 |
SEI INVESTMENTS5+ years Filed as: SEI Service code 20 · EIN 23-3060382 | Trustee (individual) | $52,141 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
TORRILLO & ASSOCIATES, LLC2 years Filed as: BOYER & RITTER Service code 10 · EIN 23-1311005 | Accounting | $10,700 |
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 | $46,244-100.0% | $157,433-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 16.7%-16.7pp | 2.8%-2.8pp |
| Annual return | 19.47% | 16.32%+3.1pp | 10.27%+9.2pp | 16.32%+3.1pp |
| Employer contribution / active EE | $7,636 | $17,007-55.1% | $19,104-60.0% | $17,007-55.1% |
| Participant deferral / active EE | $0 | $406-100.0% | $15-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $12,160-100.0% | $127-100.0% |