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 | $924,276 |
HERONBRIDGE2+ years Service code 27 | Advisory (Plan) | $45,370 |
Filed as: HIGHCLERE Service code 27 253 BAYBERRY LANE · WESTPORT, CT 06880 | Advisory (Plan) | $26,732 |
HIGHBROOK2+ years Service code 27 680 FIFTH AVE · NEW YORK, NY 10019 | Advisory (Plan) | $26,278 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA Service code 27 ONE LINCOLN STREET · BOSTON, MA 02111 | Advisory (Plan) | $25,000 |
PRIME, BUCHHOLZ & ASSOCIATES2+ years Filed as: PRIME BOCHHOLZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $11,868 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $6,061 |
Filed as: DORCHESTER Service code 27 11111 CALIFORNIA ROUTE #2 1250 · LOS ANGELES, CA 90025 | Advisory (Plan) | $5,446 |
NATIONAL FINANCIAL SERVICES2+ 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 | $35,636-100.0% | $110,523-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 47.6%-47.6pp | 1.8%-1.8pp |
| Annual return | 5.98% | 7.18%-1.2pp | 1.69%+4.3pp | 7.18%-1.2pp |
| Employer contribution / active EE | $15,050 | $13,095+14.9% | $24,295-38.1% | $13,095+14.9% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,031-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,392-100.0% | $362-100.0% |