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 | $369,200 |
Filed as: FIDELITY INSTITUTUIONAL ASSET MGMT Service code 27 · EIN 20-4659714 | Advisory (Plan) | $234,625 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $199,104 |
RYAN LABS ASSET MANAGEMENT4+ years Service code 27 · EIN 13-3451974 | Advisory (Plan) | $142,130 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD Service code 27 · EIN 34-1597728 | Advisory (Plan) | $100,000 |
SHENKMAN CAPITAL MANAGEMENT4+ years Filed as: SHENKMAN CAPITAL MANAGEMENT COMPANY Service code 27 · EIN 13-4037292 | Advisory (Plan) | $95,354 |
INTEGRITY ASSET MANAGEMENT2 years Service code 27 · EIN 13-2700161 | Advisory (Plan) | $83,973 |
BLACKROCK4+ years Filed as: BLACKROCK INST TRUST COMPANY, NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $33,602 |
WARREN AVERETT, LLC3+ years Filed as: WARREN AVERTT, LLC Service code 10 · EIN 45-4084437 | Accounting | $10,512 |
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -6.04% | -3.37%-2.7pp | -61.72%+55.7pp | 0.19%-6.2pp |
| Employer contribution / active EE | $10,412 | $36,881-71.8% | $47,703-78.2% | $13,763-24.3% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |