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 MANAGEMENT2+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC. Service code 28 · EIN 22-2796848 | Investment Management | $296,818 |
AON CONSULTING2+ years Service code 28 · EIN 22-2322624 | Investment Management | $249,596 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD CAPITAL MANAGEMENT Service code 28 · EIN 41-1813702 | Investment Management | $181,733 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 22-2232264 | Consulting | $173,301 |
Filed as: JPMORGAN CHASE BANK, N.A Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $148,850 |
LOOMIS SAYLES2+ years Service code 28 · EIN 84-6391546 | Investment Management | $124,439 |
Service code 27 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Advisory (Plan) | $33,184 |
RANDSTAD NORTH AMERICA1 year Filed as: RANDSTAD PROFESSIONALS US LP Service code 49 2015 SOUTH PARK PLACE · ATLANTA, GA 30339 | Other Services | $15,832 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 6.49% | 6.68%-0.2pp | 4.72%+1.8pp | 9.19%-2.7pp |
| Employer contribution / active EE | $6,053 | $25,873-76.6% | $30,821-80.4% | $12,608-52.0% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |