Filed December 20, 2016 (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 6-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-2647786 | Investment Management | $219,774 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES L.L.C. Service code 27 · EIN 36-4001764 500 WEST MADISON STREET SUITE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $67,150 |
HOOKER & HOLCOMBE, INC.6+ years Service code 11 · EIN 06-0854693 1300 HALL BOULEVARD, SUITE 1C · BLOOMFIELD, CT 06002 | Actuarial | $27,765 |
BLUM SHAPIRO6+ years Filed as: BLUM SHAPIRO & COMPANY, P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN STREET · WEST HARTFORD, CT 06127 | Accounting | $14,500 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 12.00% | 10.60%+1.4pp | -2.84%+14.8pp | 627.08%-615.1pp |
| Employer contribution / active EE | $25,000 | $19,729+26.7% | $33,329-25.0% | $18,824+32.8% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |