Filed July 12, 1994
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 |
|---|---|---|
SLC MANAGEMENT1 year Filed as: SUN LIFE INVESTMENTMANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $300,833 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $108,161 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST ADVISORS LLC Service code 28 · EIN 45-0479693 | Investment Management | $96,161 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS Service code 28 · EIN 47-3313152 | Investment Management | $70,000 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $29,423 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,648 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | -17.22% | -11.21%-6.0pp | 10.22%-27.4pp | -5.25%-12.0pp |
| Employer contribution / active EE | $1,695 | $17,775-90.5% | $51,215-96.7% | $15,166-88.8% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |