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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC2+ years Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $63,262 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $58,591 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $50,770 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $48,478 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 · EIN 33-0704072 | Investment Management | $22,376 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3122180 | Bank Trustee | $13,410 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 11.04% | 5.83%+5.2pp | 4.07%+7.0pp | 7.18%+3.9pp |
| Employer contribution / active EE | $10,700 | $11,683-8.4% | $45,149-76.3% | $13,095-18.3% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |