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) | $123,276 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $106,252 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $49,158 |
APEX CAPITAL MANAGEMENT3+ years Service code 50 701 ROBLEY DRIVE · LAFAYETTE, LA 70503 | Direct Payment | $33,928 |
BLACKROCK3+ years Service code 27 · EIN 22-2937779 | Advisory (Plan) | $9,690 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 45.02% | 79.68%-34.7pp | 16.78%+28.2pp | 23.90%+21.1pp |
| Employer contribution / active EE | $61,856 | $21,735+184.6% | $26,328+134.9% | $16,539+274.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |