Filed August 30, 2006
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 |
|---|---|---|
SHEPHERD KAPLAN LLC3+ years Filed as: SHEPHERD KAPLAN, LLC Service code 27 · EIN 04-3404767 | Advisory (Plan) | $238,097 |
THE MITCHELL GROUP1 year Filed as: THE MITCHELL GROUP, INC. Service code 28 712 MAIN STREET, STE 3100 · HOUSTON, TX 77002 | Investment Management | $69,776 |
ENCAP INVESTMENTS LP1 year Filed as: CHAMBERS ENERGY CAPITAL Service code 50 600 TRAVIS STREET, STE 4700 · HOUSTON, TX 77002 | Direct Payment | $62,590 |
FALCON INVESTMENT ADVISORS, LLC3+ years Filed as: FALCON INVESTMENT ADVIOSRS, LLC Service code 50 21 CUSTOM HOUSE ST · BOSTON, MA 02110 | Direct Payment | $58,496 |
AMERICAN FUNDS2 years Filed as: CAPITAL SPRING LLC Service code 50 950 THIRD AVENUE · NEW YORK, NY 10022 | Direct Payment | $48,027 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $44,298 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $41,250 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 10.02% | 22.74%-12.7pp | 16.78%-6.8pp | 13.95%-3.9pp |
| Employer contribution / active EE | $12,500 | $16,157-22.6% | $26,328-52.5% | $16,598-24.7% |
| Participant deferral / active EE | $23 | $350-93.5% | $97-76.6% | $511-95.6% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |