Filed July 20, 2005 (most recent of 2 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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 28 · EIN 20-4751585 | Investment Management | $39,467 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 11 · EIN 27-2037969 | Actuarial | $12,300 |
WELLS FARGO BANK, N.A.3 years Service code 21 · EIN 94-1347393 | Bank Trustee | $10,180 |
Filed as: GALLAGHER FLYNN & COMPANY, LLP Service code 10 · EIN 03-0225774 | Accounting | $2,750 |
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 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 19.96% | 13.58%+6.4pp | 18.06%+1.9pp | 13.59%+6.4pp |
| Employer contribution / active EE | $36,800 | $15,445+138.3% | $30,411+21.0% | $14,592+152.2% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |