Filed December 2, 2011 (most recent of 3 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 |
|---|---|---|
BLACKROCK1+ years Service code 28 · EIN 13-3806691 | Investment Management | $1,405,407 |
Filed as: FIDELITY INV INST OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $668,663 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $293,880 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 25 · EIN 94-2984230 | Directed Trustee | $34,048 |
KSJG, LLP1+ years Filed as: KUSHNER,SMITH,JOANOU&GREGSON Service code 10 · EIN 95-3322166 | Accounting | $27,000 |
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.
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 | $14,096,330-100.0% | $296,643-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.4%-44.4pp | 0.0%0pp |
| Annual return | 0.99% | 1.67%-0.7pp | -18.97%+20.0pp | 1.67%-0.7pp |
| Employer contribution / active EE | $9,178 | $10,506-12.6% | $54,628-83.2% | $10,506-12.6% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $78-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $9,901-100.0% | $66,276-100.0% |