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 MANAGEMENT2+ years Filed as: RYAN LABS, INC. Service code 28 · EIN 13-3451974 | Investment Management | $176,651 |
Filed as: AGINCOURT CAPITAL MANAGEMENT LLC Service code 28 · EIN 54-1947440 | Investment Management | $168,344 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 56-6689201 | Bank Trustee | $85,242 |
MUNDER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 38-3212521 | Investment Management | $38,834 |
KENNEDY CAPITAL MANAGEMENT2+ years Filed as: KENNEDY CAPITAL MGMT, INC. Service code 28 · EIN 43-1225960 | Investment Management | $20,393 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | -18.00% | 7.17%-25.2pp | 7.98%-26.0pp | 7.18%-25.2pp |
| Employer contribution / active EE | $50,167 | $13,444+273.2% | $23,724+111.5% | $13,095+283.1% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |