Filed February 27, 2006 (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 |
|---|---|---|
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC. Service code 28 · EIN 22-2796848 | Investment Management | $224,693 |
AON CONSULTING1+ years Service code 28 · EIN 22-2322624 | Investment Management | $222,631 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $220,474 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557540 | Investment Management | $157,205 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT Service code 28 · EIN 41-1813702 | Investment Management | $117,691 |
LOOMIS SAYLES1+ years Service code 28 · EIN 84-6391546 | Investment Management | $82,014 |
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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | -1.63% | -0.13%-1.5pp | -1.10%-0.5pp | 1.67%-3.3pp |
| Employer contribution / active EE | $5,456 | $11,793-53.7% | $27,248-80.0% | $10,506-48.1% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |