Filed July 16, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 11 · EIN 04-2647786 | Actuarial | $271,424 |
Filed as: SILCHESTER INTERNATIONAL INV TRUST Service code 28 · EIN 36-7045783 | Investment Management | $60,100 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $52,770 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $26,250 |
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY SLOCUM AND ASSOCIATES Service code 16 · EIN 41-1567437 | Consulting | $23,000 |
STEPHEN HORN INSURANCE SERVICES1+ years Filed as: STEPHEN INVESTMENT GROUP Service code 28 · EIN 20-3456509 | Investment Management | $13,752 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 43-1225960 | Investment Management | $13,667 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $12,155 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER WOLFF & DONNELLY LLP Service code 16 · EIN 41-0677208 | Consulting | $9,065 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -1.56% | -1.73%+0.2pp | -3.43%+1.9pp | -7.14%+5.6pp |
| Employer contribution / active EE | $0 | $18,310-100.0% | $25,607-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |