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 | $119,851 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $119,501 |
MATRIX TRUST COMPANY5+ years Service code 15 · EIN 22-2640844 | Recordkeeping | $54,891 |
RYAN LABS ASSET MANAGEMENT5+ years Filed as: RYAN LABS INC. Service code 28 · EIN 13-3451974 | Investment Management | $0 |
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 | $346,414-100.0% | $336,625-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 53.3%-53.3pp | 51.5%-51.5pp | 47.4%-47.4pp |
| Annual return | 18.82% | 10.29%+8.5pp | 10.36%+8.5pp | 12.16%+6.7pp |
| Employer contribution / active EE | $737,164 | $54,462+1253.5% | $52,561+1302.5% | $44,746+1547.5% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $7,619-100.0% | $7,349-100.0% | $17,640-100.0% |