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 LLC4+ years Filed as: SHEPHERD KAPLAN, LLC Service code 27 · EIN 04-3404767 | Advisory (Plan) | $119,540 |
AMERICAN FUNDS3 years Filed as: CAPITAL SPRING LLC Service code 50 950 THIRD AVENUE · NEW YORK, NY 10022 | Direct Payment | $88,620 |
Service code 50 21 CUSTOM HOUSE ST · BOSTON, MA 02110 | Direct Payment | $65,835 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $55,000 |
ENCAP INVESTMENTS LP2 years Filed as: CHAMBERS ENERGY CAPITAL Service code 50 600 TRAVIS STREET, STE 4700 · HOUSTON, TX 77002 | Direct Payment | $51,192 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $38,286 |
THE MITCHELL GROUP2 years Filed as: THE MITCHELL GROUP, INC. Service code 28 712 MAIN STREET, STE 3100 · HOUSTON, TX 77002 | Investment Management | $20,237 |
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -3.93% | -2.68%-1.2pp | 12.68%-16.6pp | -0.69%-3.2pp |
| Employer contribution / active EE | $13,423 | $18,045-25.6% | $22,860-41.3% | $16,786-20.0% |
| Participant deferral / active EE | $28 | $450-93.8% | $123-77.2% | $525-94.7% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |