Filed April 24, 2009 (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 |
|---|---|---|
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $81,479 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-5674085 | Bank Trustee | $36,758 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $24,426 |
LCG ASSOCIATES, INC.1+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $22,296 |
BAKER TILLY US, LLP1+ years Filed as: BAKER Service code 17 | Pension Consulting | $5,310 |
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 | $211,396-100.0% | $177,167-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 11.8%-11.8pp | 4.3%-4.3pp |
| Annual return | 0.96% | 2.81%-1.8pp | -2.52%+3.5pp | 2.81%-1.8pp |
| Employer contribution / active EE | $7,847 | $16,358-52.0% | $82,375-90.5% | $16,358-52.0% |
| Participant deferral / active EE | $0 | $775-100.0% | $201-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $1,917-100.0% | $1,639-100.0% |