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 |
|---|---|---|
GOLDMAN SACHS2 years Filed as: CM COMBS CONSTRUCTION LLC Service code 49 301 LA-21 · MADISONVILLE, LA 70447 | Other Services | $772,285 |
AON CONSULTING3+ years Service code 11 · EIN 23-2293237 | Actuarial | $492,795 |
HAJOCA CORPORATION3+ years Service code 14 · EIN 23-2203401 | Plan Administrator | $455,905 |
THE BRYN MAWR TRUST COMPANY3+ years Filed as: BRYN MAWR TRUST Service code 15 · EIN 23-0441580 | Recordkeeping | $325,593 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 49 · EIN 04-2691242 | Other Services | $160,934 |
ANGELES INVESTMENT ADVISORS, LLC3+ years Service code 28 429 SANTA MONICA BLVD. · SANTA MONICA, CA 904013424 | Investment Management | $106,012 |
CHSO PARTNERS II, LLC1 year Service code 28 | Investment Management | $63,552 |
Service code 49 119R FOSTER ST BLDG 14 · PEABODY, MA 01960 | Other Services | $63,250 |
THE MCENERY COMPANY2 years Service code 49 810 UNION ST · NEW ORLEANS, LA 70112 | Other Services | $58,590 |
CLECO POWER LLC1 year Service code 49 2030 DONAHUE FERRY ROAD · PINEVILLE, LA 71361 | Other Services | $57,255 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 12.22% | 15.82%-3.6pp | 16.78%-4.6pp | 17.84%-5.6pp |
| Employer contribution / active EE | $2,032 | $19,885-89.8% | $26,328-92.3% | $14,688-86.2% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |