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 LLC5+ years Filed as: SHEPHERD KAPLAN, LLC Service code 27 · EIN 04-3404767 950 THIRD AVENUE · NEW YORK, NY 10022 | Advisory (Plan) | $249,984 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $55,125 |
Service code 50 21 CUSTOM HOUSE ST · BOSTON, MA 02110 | Direct Payment | $51,229 |
ENCAP INVESTMENTS LP3 years Filed as: CHAMBERS ENERGY CAPITAL Service code 50 600 TRAVIS STREET, STE 4700 · HOUSTON, TX 77002 | Direct Payment | $43,770 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $31,139 |
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 12.18% | 15.60%-3.4pp | 29.77%-17.6pp | 16.32%-4.1pp |
| Employer contribution / active EE | $19,549 | $11,838+65.1% | $33,607-41.8% | $17,007+14.9% |
| Participant deferral / active EE | $29 | $372-92.2% | $96-69.7% | $406-92.8% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |