Filed January 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INVST INSTL OPS Service code 11 · EIN 04-2647786 | Actuarial | $116,045 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $85,326 |
MATRIX TRUST COMPANY4+ years Service code 15 · EIN 22-2640844 | Recordkeeping | $47,027 |
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LABS INC. Service code 28 · EIN 13-3451974 | Investment Management | $44,879 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $215,441-100.0% | $215,441-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.1%-53.1pp | 50.7%-50.7pp | 46.4%-46.4pp |
| Annual return | -7.26% | 1.21%-8.5pp | 1.09%-8.4pp | -82.66%+75.4pp |
| Employer contribution / active EE | $97,633 | $59,814+63.2% | $57,621+69.4% | $43,769+123.1% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $10,762-100.0% | $10,762-100.0% | $11,204-100.0% |