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 |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC8+ years Service code 28 429 SANTA MONICA BLVD. · SANTA MONICA, CA 904013424 | Investment Management | $479,302 |
THE BRYN MAWR TRUST COMPANY8+ years Filed as: BRYN MAWR TRUST Service code 15 · EIN 23-0441580 | Recordkeeping | $453,931 |
Filed as: B&R CONSTRUCTION SERVICES Service code 49 502 MCCORMICK DRIVE SUITE M · GLENN BURNIE, MD 21061 | Other Services | $428,188 |
SHAMROCK CAPITAL ADVISORS5 years Service code 52 · EIN 27-1748810 | Indirect Investment Fees | $264,440 |
AON CONSULTING8+ years Service code 11 · EIN 22-2232264 | Actuarial | $262,614 |
TODD EUGENE HOLT1 year Filed as: TODD MAIN COMPANY Service code 49 9 BEAVER POND RD · BEVERLY, MA 019151203 | Other Services | $209,063 |
Filed as: CK CONSTRUCTION & SERVICES CORP. Service code 49 619 NORTH 2000 WEST · OGDEN, UT 84404 | Other Services | $105,000 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $94,294 |
GLOBAL ROOFING COMPANY1 year Service code 49 2401 E MAGNOLIA · ST. PHOENIX, AZ 85034 | Other Services | $63,087 |
ST.TAMMANY PARISH2 years Service code 49 701 N. COLUMBIA ST. · COVINGTON, LA 70433 | Other Services | $51,848 |
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 1.5%-1.5pp |
| Annual return | -7.75% | 87.23%-95.0pp | -5.16%-2.6pp | 23.41%-31.2pp |
| Employer contribution / active EE | $5,989 | $12,989-53.9% | $31,020-80.7% | $12,650-52.7% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |