Filed February 7, 2008
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 |
|---|---|---|
HAJOCA CORPORATION1+ years Service code 14 · EIN 23-2203401 | Plan Administrator | $348,965 |
THE BRYN MAWR TRUST COMPANY1+ years Filed as: BRYN MAWR TRUST Service code 15 · EIN 23-0441580 | Recordkeeping | $307,129 |
AON CONSULTING1+ years Service code 11 · EIN 23-2293237 | Actuarial | $100,588 |
ANGELES INVESTMENT ADVISORS, LLC1+ years Service code 28 429 SANTA MONICA BLVD. · SANTA MONICA, CA 904013424 | Investment Management | $67,222 |
HOLLAND & KNIGHT1+ years Filed as: HOLLAND AND KNIGHT LLP Service code 29 201 N FRANKLIN STREET · TAMPA, FL 33602 | Legal | $50,035 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN BROTHERS HARRIMAN & CO. Service code 28 150 S WACKER DR # 3250 · CHICAGO, IL 60606 | Investment Management | $42,229 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 49 · EIN 04-2691242 | Other Services | $40,836 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 34 · EIN 31-1582098 | Valuation (appraisals, etc.); Direct ... | $36,103 |
Service code 49 1160 MCKENZIE ROAD · CANTONMENT, FL 32533 | Other Services | $29,227 |
KPMG LLP1+ years Filed as: KPMG LLC Service code 10 · EIN 13-5565201 | Accounting | $26,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | 0.32% | -1.23%+1.6pp | -3.43%+3.7pp | 1.67%-1.4pp |
| Employer contribution / active EE | $3,721 | $11,541-67.8% | $25,607-85.5% | $10,506-64.6% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |