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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $106,418 |
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME BOCHHOLZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $47,909 |
HERONBRIDGE1+ years Service code 27 | Advisory (Plan) | $27,621 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA Service code 27 ONE LINCOLN STREET · BOSTON, MA 02111 | Advisory (Plan) | $20,000 |
HIGHBROOK1+ years Service code 27 680 FIFTH AVE · NEW YORK, NY 10019 | Advisory (Plan) | $19,721 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $18,693 |
Filed as: HIGHCLERE Service code 27 253 BAYBERRY LANE · WESTPORT, CT 06880 | Advisory (Plan) | $15,901 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 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 | $82,591-100.0% | $83,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 77.9%-77.9pp | 0.8%-0.8pp |
| Annual return | 0.36% | -0.60%+1.0pp | -0.37%+0.7pp | -0.60%+1.0pp |
| Employer contribution / active EE | $11,498 | $12,272-6.3% | $27,460-58.1% | $12,272-6.3% |
| Participant deferral / active EE | $0 | $416-100.0% | $1,021-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,063-100.0% | $717-100.0% |