Filed November 1, 2010 (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 |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES8 years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 | Advisory (Plan) | $103,796 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $62,689 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 14 · EIN 51-0099493 | Plan Administrator | $32,957 |
HERONBRIDGE10+ years Service code 27 · EIN 44-7995424 | Advisory (Plan) | $22,317 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT GROUP LLP Service code 27 · EIN 04-2683227 | Advisory (Plan) | $20,335 |
Service code 27 · EIN 44-7995432 | Advisory (Plan) | $17,978 |
HOLDCO ADVISORS, L.P.1 year Service code 27 32 BORADWAY · NEW YORK, NY 10004 | Advisory (Plan) | $14,164 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 6.29% | 8.76%-2.5pp | 7.82%-1.5pp | 8.76%-2.5pp |
| Employer contribution / active EE | $20,578 | $16,627+23.8% | $31,823-35.3% | $16,627+23.8% |
| Participant deferral / active EE | $0 | $888-100.0% | $365-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |