Filed April 14, 2007
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 |
|---|---|---|
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $82,446 |
Service code 11 · EIN 31-1582098 | Actuarial | $73,740 |
INVESCO5+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $43,248 |
AMERICAN FUNDS5+ years Filed as: ADVANCED FINANCIAL STRATEGISTS, INC Service code 27 · EIN 58-1970288 | Advisory (Plan) | $40,919 |
CARR, RIGGS & INGRAM, LLC5+ years Filed as: CARR, RIGGS, & INGRAM, LLC Service code 10 · EIN 72-1396621 | Accounting | $18,500 |
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.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 16.76% | 221.56%-204.8pp | 29.77%-13.0pp | 53.27%-36.5pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |