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 | $139,676 |
FORDHAM & CO LLP3 years Service code 10 · EIN 93-1298398 | Accounting | $24,000 |
INDEPENDENT ACTUARIES, INC.4 years Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 | Actuarial | $20,700 |
ROSENBAUM FINANCIAL7+ years Service code 27 · EIN 93-0894343 | Advisory (Plan) | $18,731 |
Service code 27 150 SW HARRISON ST · PORTLAND, OR 97201 | Advisory (Plan) | $6,314 |
FIVE STAR PRINTING & MAILING3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 6.52% | 9.72%-3.2pp | 10.75%-4.2pp | 13.24%-6.7pp |
| Employer contribution / active EE | $864 | $10,988-92.1% | $35,162-97.5% | $14,616-94.1% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |