Filed August 23, 2012
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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS, INC. Service code 18 · EIN 47-3503928 | Custodial (other than securities); In... | $152,790 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $52,982 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $24,055 |
BLACKSTONE2+ years Filed as: BLACKSTONE ALTERNATIVE INV ADVISORS Service code 52 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Indirect Investment Fees | $0 |
THE HARTFORD2+ years Filed as: HARTFORD FUNDS MANAGEMENT GROUP Service code 52 PO BOX 55022 · BOSTON, MA 022055022 | Indirect Investment Fees | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 52 711 HIGH STREET · DES MOINES, IA 50392 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO FUNDS MANAGEMENT, INC. Service code 52 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WWLLS FARGO FUNDS MANAGEMENT, LLC Service code 52 · EIN 71-0828842 | Indirect Investment Fees | $0 |
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.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | -0.12% | 79.68%-79.8pp | 16.78%-16.9pp | 23.90%-24.0pp |
| Employer contribution / active EE | $75,474 | $21,735+247.2% | $26,328+186.7% | $16,539+356.3% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |