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 | $72,047 |
INDEPENDENT ACTUARIES, INC.3 years Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 | Actuarial | $37,202 |
ROSENBAUM FINANCIAL6+ years Service code 27 150 SW HARRISON ST · PORTLAND, OR 97201 | Advisory (Plan) | $24,889 |
FORDHAM & CO LLP2 years Service code 10 · EIN 93-1298398 | Accounting | $23,000 |
FIVE STAR PRINTING & MAILING2 years Filed as: FIVE POINTS CAPITAL, INC. Service code 72 101 N CHERRY ST #700 · WINSTON-SALEM, NC 27101 | Other investment fees and expenses | $5,000 |
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.
Annual investment return 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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 3.52% | 10.64%-7.1pp | 90.60%-87.1pp | 11.45%-7.9pp |
| Employer contribution / active EE | $2,266 | $11,339-80.0% | $32,727-93.1% | $17,219-86.8% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |