Filed November 9, 2005 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO. Service code 25 · EIN 04-2647786 | Directed Trustee | $410,899 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $237,693 |
Filed as: PYRAMIS GLOBAL ADVRS TRUST COMPANY Service code 27 · EIN 20-4659714 | Advisory (Plan) | $187,659 |
RYAN LABS ASSET MANAGEMENT3+ years Service code 27 · EIN 13-3451974 | Advisory (Plan) | $108,986 |
SHENKMAN CAPITAL MANAGEMENT3+ years Filed as: SHENKMAN CAPITAL MANAGEMENT COMPANY Service code 27 · EIN 13-4037292 | Advisory (Plan) | $103,277 |
HARTLAND & CO3+ years Filed as: HARTLAND AND COMPANY Service code 27 · EIN 34-1597728 | Advisory (Plan) | $100,000 |
Service code 27 · EIN 13-2700161 | Advisory (Plan) | $55,172 |
BLACKROCK3+ years Filed as: BLACKROCK INST TRUST COMPANY, NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $23,681 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS, LLC Service code 16 · EIN 13-3954297 | Consulting | $18,750 |
WARREN AVERETT, LLC2+ years Filed as: WARREN AVERTT, LLC Service code 10 · EIN 45-4084437 | Accounting | $10,128 |
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 13.00% | 12.03%+1.0pp | 14.41%-1.4pp | 23.90%-10.9pp |
| Employer contribution / active EE | $0 | $30,615-100.0% | $45,283-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |