Filed August 14, 2009 (most recent of 5 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 11 · EIN 53-0191291 | Actuarial | $187,820 |
ARNERICH MASSENA5+ years Filed as: ARNERICH, MASSENA & ASSOCIATES Service code 27 · EIN 91-1119274 | Advisory (Plan) | $82,000 |
Service code 28 · EIN 56-6669869 | Investment Management | $64,497 |
US BANK5+ years Filed as: US BANK, N.A. Service code 21 · EIN 41-6271370 | Bank Trustee | $36,074 |
Filed as: MILLER, NASH, GRAHAM, & DUNN Service code 29 3400 U.S. BANCORP TOWER · PORTLAND, OR 97204 | Legal | $25,336 |
ELK CREEK PARTNERS, LLC5+ years Service code 28 · EIN 27-5463196 | Investment Management | $20,530 |
ITHAKA GROUP, LLC5+ years Service code 27 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Advisory (Plan) | $20,112 |
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 12.82% | 15.60%-2.8pp | 29.77%-16.9pp | 16.32%-3.5pp |
| Employer contribution / active EE | $22,124 | $11,838+86.9% | $33,607-34.2% | $17,007+30.1% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |