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 | $263,971 |
SLC MANAGEMENT2 years Service code 27 · EIN 13-3451974 | Advisory (Plan) | $143,618 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 27 · EIN 20-4659714 | Advisory (Plan) | $116,715 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $114,010 |
CLEARSTEAD ADVISORS, LLC3 years Filed as: CLEARSTEAD Service code 27 · EIN 34-1597728 | Advisory (Plan) | $100,000 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $67,219 |
INTEGRITY ASSET MANAGEMENT4 years Service code 27 · EIN 13-2700161 | Advisory (Plan) | $60,553 |
OGLETREE DEAKINS2 years Filed as: OGLETREE DEAKINS, PC Service code 29 · EIN 57-1044820 | Legal | $36,194 |
BLACKROCK6+ years Filed as: BLACKROCK INST TRUST COMPANY, NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $25,262 |
WARREN AVERETT, LLC2 years Service code 10 · EIN 45-4084437 | Accounting | $24,000 |
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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 10.29% | 11.57%-1.3pp | 380.66%-370.4pp | 11.45%-1.2pp |
| Employer contribution / active EE | $29,968 | $36,657-18.2% | $45,083-33.5% | $17,219+74.0% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |