Filed March 19, 1996 (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 |
|---|---|---|
Filed as: SANDERSON INTERNATIONAL VALUE Service code 28 · EIN 20-1239279 | Investment Management | $167,852 |
Filed as: THE MARATHON-LONDON INTL Service code 28 801 S CANAL STREET · CHICAGO, IL 60607 | Investment Management | $160,778 |
Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $67,821 |
Filed as: PRIME BUCHHOLZ LLC Service code 16 273 CORPORATE DRIVE, SUITE 250 · PORTSMOUTH, NH 03801 | Consulting | $57,405 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 13 · EIN 13-5570651 | Contract Administrator | $19,301 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $16,500 |
BUCK GLOBAL, LLC1 year Service code 11 420 LEXINGTON AVENUE, SUITE 2220 · NEW YORK, NY 10170 | Actuarial | $15,776 |
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.
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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -6.26% | -0.95%-5.3pp | -0.67%-5.6pp | -0.69%-5.6pp |
| Employer contribution / active EE | $4,234 | $18,555-77.2% | $31,731-86.7% | $16,786-74.8% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |