Filed May 28, 2008
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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MCGRIFF, A MARSH & MCLENNAN COMPNAY Service code 11 · EIN 26-3237576 | Actuarial | $256,574 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 27 · EIN 82-2405817 | Advisory (Plan) | $93,890 |
US BANK10+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 04-2659023 | Bank Trustee | $81,828 |
MEKETA INVESTMENT GROUP4 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $37,500 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $19,840 |
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.
Employer 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 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 4.96% | 8.76%-3.8pp | 8.39%-3.4pp | 8.76%-3.8pp |
| Employer contribution / active EE | $1,818 | $16,627-89.1% | $41,487-95.6% | $16,627-89.1% |
| Participant deferral / active EE | $0 | $888-100.0% | $40-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |