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 GRAHAM2 years Filed as: SMITH GRAHAM & CO. INVESTMENT Service code 28 · EIN 76-0301817 | Investment Management | $226,493 |
WHITESTAR ADVISORS, LLC2 years Filed as: WHITE STAR ADVISORS, LLC Service code 28 902 CLINT MOORE · BOCA RATON, FL 33487 | Investment Management | $132,728 |
Filed as: INVESTMENT PERFORMANCE SERVICE Service code 28 642 NEWTON YARDLEY · NEWTON, PA 18940 | Investment Management | $125,000 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $116,303 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $105,489 |
Service code 28 · EIN 45-3138207 | Investment Management | $101,326 |
Service code 28 · EIN 13-3257590 | Investment Management | $101,247 |
ALAN EICHENBAUM1 year Filed as: LAW OFFICE OF ALAN EICHENBAUM Service code 29 · EIN 26-6065243 | Legal | $73,263 |
VENABLE LLP5+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 | Legal | $72,471 |
PENN CAPITAL MANAGEMENT5+ years Service code 28 · EIN 22-2796848 | Investment Management | $68,771 |
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 17.42% | 12.20%+5.2pp | 10.56%+6.9pp | 21.83%-4.4pp |
| Employer contribution / active EE | $9,093 | $12,801-29.0% | $30,197-69.9% | $12,237-25.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |