Filed November 9, 2005
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 |
|---|---|---|
SMITH GRAHAM1 year Filed as: SMITH GRAHAM & CO. INVESTMENT Service code 28 · EIN 76-0301817 | Investment Management | $243,746 |
WHITESTAR ADVISORS, LLC1 year Filed as: WHITE STAR ADVISORS, LLC Service code 28 902 CLINT MOORE · BOCA RATON, FL 33487 | Investment Management | $222,390 |
Filed as: SOUTHERN BENEFITS ADMINSTRATORS Service code 13 · EIN 62-1116095 | Contract Administrator | $162,000 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $133,379 |
Filed as: INVESTMENT PERFORMANCE SERVICE Service code 28 642 NEWTON YARDLEY · NEWTON, PA 18940 | Investment Management | $125,000 |
ARROWSTREET CAPITAL4+ years Service code 28 200 CLARENDON ST · BOSTON, MA 02116 | Investment Management | $102,557 |
VENABLE LLP4+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 | Legal | $78,069 |
ALAN EICHENBAUM4+ years Service code 29 · EIN 26-6065243 | Legal | $78,000 |
Service code 28 · EIN 45-3138207 | Investment Management | $75,655 |
PENN CAPITAL MANAGEMENT4+ years Service code 28 · EIN 22-2796848 | Investment Management | $61,372 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.92% | 2.02%-5.9pp | -752.26%+748.3pp | 33.37%-37.3pp |
| Employer contribution / active EE | $10,556 | $12,422-15.0% | $31,802-66.8% | $11,253-6.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |