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 CORPORATION2+ years Service code 14 · EIN 23-2203401 | Plan Administrator | $511,644 |
THE BRYN MAWR TRUST COMPANY2+ years Filed as: BRYN MAWR TRUST Service code 15 · EIN 23-0441580 | Recordkeeping | $288,663 |
GOLDMAN SACHS1 year Filed as: CM COMBS CONSTRUCTION LLC Service code 49 301 LA-21 · MADISONVILLE, LA 70447 | Other Services | $253,622 |
AON CONSULTING2+ years Service code 11 · EIN 23-2293237 | Actuarial | $180,171 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 49 · EIN 04-2691242 | Other Services | $148,785 |
ANGELES INVESTMENT ADVISORS, LLC2+ years Service code 28 429 SANTA MONICA BLVD. · SANTA MONICA, CA 904013424 | Investment Management | $96,024 |
WEST CAPITAL MANAGEMENT1 year Filed as: WEST SIDE ROOFING Service code 49 5360 W 130TH ST · BROOK PARK, OH 44142 | Other Services | $56,958 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ Service code 34 · EIN 31-1582098 | Valuation (appraisals, etc.); Direct ... | $40,623 |
THE MCENERY COMPANY1 year Service code 49 810 UNION ST · NEW ORLEANS, LA 70112 | Other Services | $30,201 |
Service code 49 · EIN 72-1117432 | Other Services | $22,919 |
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.22% | 6.04%+1.2pp | 5.44%+1.8pp | 9.19%-2.0pp |
| Employer contribution / active EE | $4,753 | $12,925-63.2% | $25,481-81.3% | $12,608-62.3% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |