Filed August 11, 2012 (most recent of 6 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 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 MANAGEMENT3 years Service code 27 · EIN 13-3451974 | Advisory (Plan) | $301,103 |
Service code 21 · EIN 41-6011045 | Bank Trustee | $259,331 |
Filed as: AMERICAN PORTFOLIOS Service code 27 · EIN 11-3018002 | Advisory (Plan) | $193,744 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $50,595 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $8,962 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 27 · EIN 95-2632339 | Advisory (Plan) | $8,634 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 8.52% | 10.64%-2.1pp | 90.60%-82.1pp | 11.45%-2.9pp |
| Employer contribution / active EE | $24,063 | $11,339+112.2% | $32,727-26.5% | $17,219+39.7% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |