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 |
|---|---|---|
SHAMROCK CAPITAL ADVISORS3 years Service code 52 | Indirect Investment Fees | $15,918,610 |
ANGELES INVESTMENT ADVISORS, LLC6+ years Service code 28 429 SANTA MONICA BLVD. · SANTA MONICA, CA 904013424 | Investment Management | $396,005 |
THE BRYN MAWR TRUST COMPANY6+ years Filed as: BRYN MAWR TRUST Service code 15 · EIN 23-0441580 | Recordkeeping | $390,518 |
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $248,852 |
BOSTON PARTNERS1 year Filed as: BOSTON PRIVATE BANK & TRUST Service code 28 10 POST OFFICE SQUARE · BOSTON, MA 02109 | Investment Management | $95,600 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $93,269 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $43,000 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ Service code 34 · EIN 31-1582098 | Valuation (appraisals, etc.); Direct ... | $35,109 |
CHSO PARTNERS II, LLC4 years Service code 52 | Indirect Investment Fees | $23,173 |
THE MCENERY COMPANY5 years Service code 49 810 UNION ST · NEW ORLEANS, LA 70112 | Other Services | $22,608 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 9.11% | 24.77%-15.7pp | -2.84%+11.9pp | 12.86%-3.8pp |
| Employer contribution / active EE | $6,947 | $13,270-47.6% | $33,329-79.2% | $13,687-49.2% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |