Filed December 28, 2005 (most recent of 3 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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,307,771 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $305,107 |
Filed as: SCHNEIDER DOWNS & CO. INC. Service code 10 · EIN 25-1408730 | Accounting | $52,575 |
Filed as: STATE STREET GLBAL ADVISR TRUST CO Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $21,585 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $12,016 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LGIMA Service code 28 · EIN 20-8058531 | Investment Management | $7,995 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSETS MANAGEMENT L.P Service code 28 · EIN 13-3575636 | Investment Management | $7,572 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -0.89% | 3.60%-4.5pp | 4.95%-5.8pp | 8.76%-9.6pp |
| Employer contribution / active EE | $8,430 | $20,793-59.5% | $20,917-59.7% | $16,627-49.3% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |