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 ADVISORS4 years Service code 52 · EIN 27-1748810 | Indirect Investment Fees | $14,156,425 |
ANGELES INVESTMENT ADVISORS, LLC7+ years Service code 28 429 SANTA MONICA BLVD. · SANTA MONICA, CA 904013424 | Investment Management | $463,555 |
THE BRYN MAWR TRUST COMPANY7+ years Filed as: BRYN MAWR TRUST Service code 15 · EIN 23-0441580 | Recordkeeping | $420,904 |
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $190,327 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $154,457 |
ST.TAMMANY PARISH1 year Service code 49 701 N. COLUMBIA ST. · COVINGTON, LA 70433 | Other Services | $146,526 |
Filed as: THERMAL PROTECTIVE COATINGS OF FL Service code 49 1412 INTREPID AVE STE A · DELAND, FL 32724 | Other Services | $135,268 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $69,941 |
KPMG LLP2 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $43,950 |
THE MCENERY COMPANY6 years Service code 49 810 UNION ST · NEW ORLEANS, LA 70112 | Other Services | $19,648 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 17.14% | 9.47%+7.7pp | 7.32%+9.8pp | 15.63%+1.5pp |
| Employer contribution / active EE | $6,713 | $9,065-25.9% | $23,426-71.3% | $11,476-41.5% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |