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, LLC5+ years Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $64,412 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $46,231 |
NFP RETIREMENT INC5+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,365 |
Filed as: JPMORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $31,371 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 · EIN 33-0704072 | Investment Management | $27,490 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $21,026 |
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.
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 | $341,093,897-100.0% | $179,713-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 0.0%0pp |
| Annual return | 21.48% | 21.83%-0.3pp | 8.22%+13.3pp | 21.83%-0.3pp |
| Employer contribution / active EE | $3,736 | $12,237-69.5% | $46,636-92.0% | $12,237-69.5% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,719-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,392-100.0% | $1,551,325-100.0% |