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 |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC4+ years Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $60,208 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $48,843 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $46,557 |
NFP RETIREMENT INC4+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,417 |
BRANDES INVESTMENT PARTNERS4+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 · EIN 33-0704072 | Investment Management | $21,892 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $17,680 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $171,071-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 0.0%0pp |
| Annual return | -6.45% | 33.37%-39.8pp | -3.19%-3.3pp | 33.37%-39.8pp |
| Employer contribution / active EE | $2,531 | $11,253-77.5% | $48,658-94.8% | $11,253-77.5% |
| Participant deferral / active EE | $0 | $819-100.0% | $273-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,129-100.0% | $99,113-100.0% |