Filed September 21, 2006 (most recent of 4 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 |
|---|---|---|
WESTWOOD TRUST4+ years Service code 21 · EIN 75-1447785 | Bank Trustee | $299,420 |
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $136,065 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC. Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $36,962 |
EISNERAMPER LLP4+ years Service code 10 · EIN 13-1639826 | Accounting | $21,634 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.02% | 7.01%-14.0pp | 12.68%-19.7pp | 0.19%-7.2pp |
| Employer contribution / active EE | $3,417 | $12,638-73.0% | $22,860-85.1% | $13,763-75.2% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |