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.4+ years Filed as: VIGILANT SERVICES Service code 14 · EIN 93-0877675 | Plan Administrator | $408,000 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $314,905 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $129,199 |
US NATIONAL BANK4+ years Service code 19 · EIN 93-0571730 | Securities Custodian | $72,186 |
GEFFEN MESHER2 years Filed as: GEFFEN MESHNER AND COMPANY, P.C. Service code 10 · EIN 93-1042710 | Accounting | $63,000 |
RVK, INC.3 years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $54,167 |
WOODRUFF SAWYER & CO2 years Filed as: WOODRUFF-SAWYER CO. Service code 22 · EIN 26-2379287 | Insurance Broker | $37,120 |
STOEL RIVES LLP4+ years Filed as: STOEL RIVES, ET AL. Service code 29 · EIN 93-0408771 | Legal | $26,332 |
BRENTWOOD ASSET ADVISORS2 years Filed as: BRENTWOOD ASSET ADVISORS, INC. Service code 22 · EIN 59-4195614 | Insurance Broker | $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.
Annual investment return 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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 5.07% | 53.17%-48.1pp | 18.06%-13.0pp | 21.83%-16.8pp |
| Employer contribution / active EE | $20,229 | $14,715+37.5% | $30,411-33.5% | $12,237+65.3% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |