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 |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 23-2293237 | Actuarial | $387,810 |
THE BRYN MAWR TRUST COMPANY4+ years Filed as: BRYN MAWR TRUST Service code 15 · EIN 23-0441580 | Recordkeeping | $341,310 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 49 · EIN 04-2691242 | Other Services | $260,175 |
RAY M. DONOHOO1 year Filed as: W. RAY ROOFING INC. Service code 49 P.O. BOX 420 · NORTH NEWTON, KS 67117 | Other Services | $194,600 |
ANGELES INVESTMENT ADVISORS, LLC4+ years Service code 28 429 SANTA MONICA BLVD. · SANTA MONICA, CA 904013424 | Investment Management | $86,637 |
CHSO PARTNERS LLC1 year Service code 28 · EIN 45-2426402 | Investment Management | $79,813 |
Filed as: B&R CONSTRUCTION SERVICES Service code 49 502 MCCORMICK DRIVE · GLEN BURNIE, MD 21061 | Other Services | $65,136 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: G-IRON ROOFING COMPANY Service code 49 2200 1ST AVENUE · SOUTH SEATTLE, WA 98134 | Other Services | $63,479 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ Service code 34 · EIN 31-1582098 | Direct payment from the plan; Valuati... | $41,307 |
Filed as: SQUIRE PATTON BOGGS LLC Service code 11 4900 KEY TOWER 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Actuarial | $33,701 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 0.70% | 201.32%-200.6pp | 12.68%-12.0pp | 33.37%-32.7pp |
| Employer contribution / active EE | $2,802 | $10,877-74.2% | $22,860-87.7% | $11,253-75.1% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |