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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES3 years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 | Advisory (Plan) | $55,661 |
Service code 11 · EIN 13-3689044 | Actuarial | $43,652 |
Service code 27 · EIN 44-7995432 | Advisory (Plan) | $29,545 |
HERONBRIDGE5+ years Service code 27 · EIN 44-7995424 | Advisory (Plan) | $26,691 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 14 · EIN 94-1347393 | Plan Administrator | $20,125 |
STATE STREET GLOBAL ADVISORS3 years Service code 27 · EIN 65-7999501 | Advisory (Plan) | $6,557 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,370,408-100.0% | $143,222-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 57.6%-57.6pp | 1.2%-1.2pp |
| Annual return | 12.70% | 53.27%-40.6pp | 8.97%+3.7pp | 53.27%-40.6pp |
| Employer contribution / active EE | $13,513 | $14,774-8.5% | $37,026-63.5% | $14,774-8.5% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $1,023-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,546-100.0% | $13,289-100.0% |