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 | $102,169 |
PRIME, BUCHHOLZ & ASSOCIATES2 years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 | Advisory (Plan) | $57,830 |
Service code 27 · EIN 44-7995432 | Advisory (Plan) | $31,964 |
HERONBRIDGE4+ years Service code 27 · EIN 44-7995424 | Advisory (Plan) | $30,846 |
STATE STREET GLOBAL ADVISORS2 years Service code 27 · EIN 65-7999501 | Advisory (Plan) | $20,000 |
GOLDMAN SACHS1 year Filed as: CEDAR ROCK CAPITAL PARTNERS Service code 27 11 BROADWAY · NEW YORK, NY 10004 | Advisory (Plan) | $5,011 |
NATIONAL FINANCIAL SERVICES4+ 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 | $18,026,966-100.0% | $110,792-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 58.3%-58.3pp | 1.8%-1.8pp |
| Annual return | -5.88% | 0.19%-6.1pp | -0.33%-5.6pp | 0.19%-6.1pp |
| Employer contribution / active EE | $13,914 | $13,763+1.1% | $25,782-46.0% | $13,763+1.1% |
| Participant deferral / active EE | $0 | $804-100.0% | $928-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,824-100.0% | $426-100.0% |