Filed June 8, 2009
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 MANAGEMENT1+ years Filed as: RYAN LABS Service code 28 · EIN 47-3503928 | Investment Management | $121,613 |
CAP FINANCIAL PARTNERS, LLC1+ years Service code 28 · EIN 26-0058143 | Investment Management | $110,000 |
AON CONSULTING1+ years Service code 11 · EIN 23-2293237 | Actuarial | $43,455 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $39,720 |
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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 7.02% | 4.97%+2.0pp | 4.74%+2.3pp | 4.56%+2.5pp |
| Employer contribution / active EE | $58,560 | $17,970+225.9% | $46,220+26.7% | $15,526+277.2% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |