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 CO2+ years Service code 11 · EIN 04-2647786 | Actuarial | $212,532 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM AND ASSOCIATES Service code 16 · EIN 41-1567437 | Consulting | $46,369 |
KENNEDY CAPITAL MANAGEMENT2+ years Filed as: KENNEDY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 43-1225960 | Investment Management | $26,929 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $19,734 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $15,396 |
Filed as: SILCHESTER INTERNATIONAL INV TRUST Service code 28 · EIN 36-7045783 | Investment Management | $14,462 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $14,000 |
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.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 4.77% | 0.80%+4.0pp | 5.44%-0.7pp | 4.16%+0.6pp |
| Employer contribution / active EE | $85,500 | $37,563+127.6% | $25,481+235.5% | $42,916+99.2% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |