Filed March 11, 2008 (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 9-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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $605,540 |
LATHROP GPM3 years Filed as: LATHROP GAGE, LLP Service code 29 · EIN 43-0948710 | Legal | $56,265 |
MARCUM LLP9+ years Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $24,205 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 52-2225042 | Bank Trustee | $14,222 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO Service code 21 · EIN 41-1592157 | Bank Trustee | $11,403 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $265,195-100.0% | $422,209-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | -15.68% | 13.43%-29.1pp | 12.68%-28.4pp | 24.42%-40.1pp |
| Employer contribution / active EE | $0 | $48,120-100.0% | $41,588-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,079-100.0% |