Filed July 24, 1996 (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 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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS, INC. Service code 28 · EIN 13-3451974 | Investment Management | $174,924 |
Filed as: AGINCOURT CAPITAL MANAGEMENT LLC Service code 28 · EIN 54-1947440 | Investment Management | $151,768 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 56-6689201 | Bank Trustee | $81,210 |
MUNDER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 38-3212521 | Investment Management | $42,864 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY CAPITAL MGMT, INC. Service code 28 · EIN 43-1225960 | Investment Management | $40,517 |
STATE STREET GLOBAL ADVISORS1+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $8,459 |
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% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | 32.19% | 2.41%+29.8pp | -2.90%+35.1pp | -0.60%+32.8pp |
| Employer contribution / active EE | $46,202 | $14,069+228.4% | $27,990+65.1% | $12,272+276.5% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |