Filed August 16, 2002
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 |
|---|---|---|
Filed as: ANGICOURT CAPITAL MANAGEMENT Service code 27 · EIN 54-1947440 | Advisory (Plan) | $145,219 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $91,929 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $47,543 |
APEX CAPITAL MANAGEMENT1+ years Service code 50 701 ROBLEY DRIVE · LAFAYETTE, LA 70503 | Direct Payment | $42,668 |
BLACKROCK1+ years Service code 27 · EIN 22-2937779 | Advisory (Plan) | $7,859 |
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.36% | -0.43%-1.9pp | -3.43%+1.1pp | -0.60%-1.8pp |
| Employer contribution / active EE | $11,307 | $10,132+11.6% | $25,607-55.8% | $12,272-7.9% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |