Filed May 3, 2012 (most recent of 3 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 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 |
|---|---|---|
Service code 13 · EIN 13-3689044 | Contract Administrator | $31,968 |
INDEPENDENT ACTUARIES, INC.2 years Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 | Actuarial | $27,795 |
FORDHAM & CO LLP1 year Service code 10 · EIN 93-1298398 | Accounting | $25,793 |
ROSENBAUM FINANCIAL5+ years Service code 27 150 SW HARRISON ST · PORTLAND, OR 97201 | Advisory (Plan) | $22,360 |
Filed as: FIVE POINTS CAPITAL, INC. Service code 72 101 N CHERRY ST #700 · WINSTON-SALEM, NC 27101 | Other investment fees and expenses | $18,348 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $7,339 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 13.07% | 15.61%-2.5pp | 20.73%-7.7pp | 53.27%-40.2pp |
| Employer contribution / active EE | $2,579 | $10,773-76.1% | $36,500-92.9% | $14,774-82.5% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |