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 | $280,868 |
PRIME, BUCHHOLZ & ASSOCIATES4 years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 | Advisory (Plan) | $41,527 |
Service code 27 · EIN 44-7995432 | Advisory (Plan) | $28,094 |
HERONBRIDGE6+ years Service code 27 · EIN 44-7995424 | Advisory (Plan) | $20,783 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK NA Service code 14 · EIN 94-1347393 | Plan Administrator | $20,080 |
NATIONAL FINANCIAL SERVICES6+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $75,924-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 52.9%-52.9pp | 0.6%-0.6pp |
| Annual return | 4.60% | 11.45%-6.9pp | 6.78%-2.2pp | 11.45%-6.9pp |
| Employer contribution / active EE | $3,558 | $17,219-79.3% | $28,542-87.5% | $17,219-79.3% |
| Participant deferral / active EE | $0 | $357-100.0% | $763-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,754-100.0% | $15,480-100.0% |