Filed December 30, 2014 (most recent of 2 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 9-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 |
|---|---|---|
VIGILANT SERVICES, INC.3+ years Filed as: VIGILANT SERVICES Service code 14 · EIN 93-0877675 | Plan Administrator | $408,000 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $294,183 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $125,900 |
STOEL RIVES LLP3+ years Filed as: STOEL RIVES, ET AL. Service code 29 · EIN 93-0408771 | Legal | $85,196 |
US NATIONAL BANK3+ years Service code 19 · EIN 93-0571730 | Securities Custodian | $71,760 |
GEFFEN MESHER1 year Filed as: GEFFEN MESHNER AND COMPANY, P.C. Service code 10 · EIN 93-1042710 | Accounting | $71,000 |
RVK, INC.2 years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $65,000 |
BRENTWOOD ASSET ADVISORS1 year Filed as: BRENTWOOD ASSET ADVISORS, INC. Service code 22 · EIN 59-4195614 | Insurance Broker | $45,000 |
MMA SECURITIES LLC3+ years Filed as: MARSH Service code 22 · EIN 36-2668272 | Insurance Broker | $26,811 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $18,387 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 3.48% | 39.99%-36.5pp | 4.36%-0.9pp | 33.37%-29.9pp |
| Employer contribution / active EE | $5,057 | $11,066-54.3% | $27,383-81.5% | $11,253-55.1% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |