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.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $58,099 |
PRIME, BUCHHOLZ & ASSOCIATES6 years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 | Advisory (Plan) | $46,560 |
HERONBRIDGE8+ years Service code 27 · EIN 44-7995424 | Advisory (Plan) | $30,586 |
Service code 27 · EIN 44-7995432 | Advisory (Plan) | $25,256 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 14 · EIN 51-0099493 | Plan Administrator | $16,119 |
NATIONAL FINANCIAL SERVICES8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $56,546-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -6.41% | 2.77%-9.2pp | -11.22%+4.8pp | 2.77%-9.2pp |
| Employer contribution / active EE | $18,745 | $15,262+22.8% | $32,882-43.0% | $15,262+22.8% |
| Participant deferral / active EE | $0 | $691-100.0% | $579-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,473-100.0% | $1,015-100.0% |