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 |
|---|---|---|
US BANK7+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $56,884 |
NFP RETIREMENT INC7+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $41,975 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $24,862 |
BRANDES INVESTMENT PARTNERS7+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 · EIN 33-0704072 | Investment Management | $18,887 |
MEKETA INVESTMENT GROUP1 year Service code 51 · EIN 04-2659023 | Investment Mgmt Fees | $9,375 |
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 | $444,552-100.0% | $439,512-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 26.8%-26.8pp | 3.7%-3.7pp |
| Annual return | 10.03% | 15.63%-5.6pp | 9.07%+1.0pp | 15.63%-5.6pp |
| Employer contribution / active EE | $18,884 | $11,476+64.6% | $46,116-59.1% | $11,476+64.6% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $147,323-100.0% | $429-100.0% |