Filed October 18, 2004 (most recent of 5 filings on file)
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 3-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 |
|---|---|---|
DEAN ACTUARIES, LLC2+ years Filed as: DEAN ACTUARIES Service code 11 · EIN 75-2548006 | Actuarial | $28,565 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC/PEAK FIN. GROUP Service code 27 · EIN 04-3046611 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Plan) | $15,000 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $14,347 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $13,400 |
MELTON & MELTON LLP2+ years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $7,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $305,546-100.0% | $295,226-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.8%-34.8pp | 14.7%-14.7pp | 45.6%-45.6pp |
| Annual return | 3.32% | 0.91%+2.4pp | 4.64%-1.3pp | 4.16%-0.8pp |
| Employer contribution / active EE | $0 | $49,989-100.0% | $35,349-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $550-100.0% | $461-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $343,074-100.0% | $21,465-100.0% |