Filed October 18, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.4+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $237,556 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Advisory (Plan) | $30,000 |
PKF O'CONNOR DAVIES, LLP4+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $23,000 |
DAVIS WRIGHT TREMAINE4+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $16,870 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $14,825 |
See 1 actuary disclosure with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | -10.48% | -4.17%-6.3pp | -61.72%+51.2pp | 10.56%-21.0pp |
| Employer contribution / active EE | $22,750 | $16,396+38.8% | $47,703-52.3% | $13,643+66.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |