Filed June 23, 1999
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 |
|---|---|---|
SHEPHERD KAPLAN LLC2 years Filed as: SHEPHERD KAPLAN KROCHUK LLC Service code 17 · EIN 83-0368447 | Pension Consulting | $363,449 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $233,845 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $153,599 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $97,598 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $79,877 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $38,565 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN COMMERCIAL BARGE LINE LLC Service code 14 · EIN 52-2106600 | Plan Administrator | $27,007 |
BREAN CAPITAL, LLC4+ years Service code 61 · EIN 13-4113323 | Finders' fees / placement fees | $9,171 |
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.
Annual investment return 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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -7.01% | 4.52%-11.5pp | -0.70%-6.3pp | 0.19%-7.2pp |
| Employer contribution / active EE | $25,955 | $13,719+89.2% | $28,903-10.2% | $13,763+88.6% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |