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 LLC3 years Filed as: SHEPHERD KAPLAN KROCHUK LLC Service code 17 · EIN 83-0368447 | Pension Consulting | $360,442 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $226,955 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $209,697 |
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $143,254 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $103,785 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN COMMERCIAL BARGE LINE LLC Service code 14 · EIN 52-2106600 | Plan Administrator | $30,860 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $24,058 |
BREAN CAPITAL, LLC5+ years Service code 61 · EIN 13-4113323 | Finders' fees / placement fees | $6,645 |
Filed as: MERRILL LYNCH PROFESSIONAL CLEARING Service code 33 · EIN 13-3247006 | Securities brokerage commissions and ... | $6,580 |
THE BERWYN GROUP1 year Service code 49 2 SUMMIT PARK DRIVE, SUITE 610 · INDEPENDENCE, OH 44131 | Other Services | $5,073 |
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 16.70% | 20.24%-3.5pp | 16.32%+0.4pp | 53.27%-36.6pp |
| Employer contribution / active EE | $32,575 | $14,384+126.5% | $31,806+2.4% | $14,774+120.5% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |