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.5+ years Filed as: VIGILANT SERVICES Service code 14 · EIN 93-0877675 | Plan Administrator | $408,000 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $395,280 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $134,534 |
US NATIONAL BANK5+ years Service code 19 · EIN 93-0571730 | Securities Custodian | $81,166 |
GEFFEN MESHER5+ years Filed as: GEFFEN MESHER AND COMPANY, P.C. Service code 10 · EIN 93-1042710 | Accounting | $66,000 |
RVK, INC.4 years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $65,000 |
STOEL RIVES LLP5+ years Filed as: STOEL RIVES, ET AL. Service code 29 · EIN 93-0408771 | Legal | $51,430 |
WOODRUFF SAWYER & CO3 years Filed as: WOODRUFF-SAWYER CO. Service code 22 · EIN 26-2379287 | Insurance Broker | $37,857 |
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.
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 41.53% | 16.36%+25.2pp | 793.01%-751.5pp | 11.45%+30.1pp |
| Employer contribution / active EE | $74,141 | $15,595+375.4% | $27,004+174.6% | $17,219+330.6% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |