Filed November 27, 2008 (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 7-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 |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $104,662 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP CHARTERED Service code 17 · EIN 52-1219029 | Pension Consulting | $47,851 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,745 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $15,000 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 12.44% | 9.03%+3.4pp | 90.60%-78.2pp | 627.08%-614.6pp |
| Employer contribution / active EE | $0 | $13,843-100.0% | $32,727-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |