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.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $76,995 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-5674085 | Bank Trustee | $37,825 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $25,011 |
LCG ASSOCIATES, INC.3+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $21,566 |
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.
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 | $44,091-100.0% | $1,637,423-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 5.3%-5.3pp | 4.5%-4.5pp |
| Annual return | 13.64% | 13.95%-0.3pp | 15.63%-2.0pp | 13.95%-0.3pp |
| Employer contribution / active EE | $2,365 | $16,598-85.8% | $56,677-95.8% | $16,598-85.8% |
| Participant deferral / active EE | $0 | $511-100.0% | $93-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $0 | $612-100.0% |