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 4-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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $222,687 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 15 · EIN 26-4310632 | Recordkeeping | $165,606 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS, INC Service code 28 · EIN 13-3451974 | Investment Management | $126,798 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 16 4449 EASTON WAY · COLUMBUS, OH 43219 | Consulting | $56,142 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 28 · EIN 04-3304963 | Investment Management | $27,863 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 05-0530199 | Investment Management | $23,948 |
APEX CAPITAL MANAGEMENT1+ years Service code 28 · EIN 31-1198068 | Investment Management | $19,129 |
KEYTRUST1+ years Service code 21 · EIN 34-0797057 | Bank Trustee | $12,681 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $7,000 |
SKYBRIDGE CAPITAL1+ years Filed as: SKYBRIDGE Service code 28 · EIN 26-0403497 | Investment Management | $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.
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% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.83% | 4.01%-5.8pp | -2.00%+0.2pp | 1.67%-3.5pp |
| Employer contribution / active EE | $2,657 | $6,352-58.2% | $34,470-92.3% | $10,506-74.7% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |