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 | $67,790 |
INDEPENDENT ACTUARIES, INC.5 years Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 | Actuarial | $26,600 |
FORDHAM & CO LLP4 years Service code 10 · EIN 93-1298398 | Accounting | $25,000 |
COLDSTREAM WEALTH MANAGEMENT2 years Service code 27 150 SW HARRISON ST · PORTLAND, OR 97201 | Advisory (Plan) | $24,806 |
FIVE STAR PRINTING & MAILING4 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -16.14% | -10.37%-5.8pp | -38.85%+22.7pp | 2.77%-18.9pp |
| Employer contribution / active EE | $1,121 | $8,700-87.1% | $37,752-97.0% | $15,262-92.7% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |