Filed January 6, 2006
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 |
|---|---|---|
CANTERBURY CONSULTING10+ years Service code 17 · EIN 33-0307982 | Pension Consulting | $192,536 |
ARISTOTLE CAPITAL MANAGEMENT7 years Filed as: ARISTOTLE MANAGEMENT CO Service code 27 · EIN 95-4833644 | Advisory (Plan) | $51,859 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $308,621-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 2.1%-2.1pp |
| Annual return | 11.78% | 6.37%+5.4pp | 8.06%+3.7pp | 7.65%+4.1pp |
| Employer contribution / active EE | $0 | $48,945-100.0% | $42,627-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $58,860 | $3,958+1387.0% | $71+83010.4% | $1,172+4920.2% |
| Admin fee / account holder | $0 | $193-100.0% | $8,774-100.0% | $193-100.0% |