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 |
|---|---|---|
MARATHON ASSET MANAGEMENT2 years Filed as: THE MARATHON-LONDON INTL Service code 28 801 S CANAL STREET · CHICAGO, IL 60607 | Investment Management | $87,948 |
PRIME, BUCHHOLZ & ASSOCIATES2 years Filed as: PRIME BUCHHOLZ LLC Service code 16 273 CORPORATE DRIVE, SUITE 250 · PORTSMOUTH, NH 03801 | Consulting | $77,907 |
RIVER AND MERCANTILE LLC1 year Service code 16 · EIN 04-3513306 | Consulting | $72,000 |
SANDERSON ASSET MANAGEMENT2 years Filed as: SANDERSON INTERNATIONAL VALUE Service code 28 · EIN 20-1239279 | Investment Management | $22,699 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $15,000 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 20.02% | 12.11%+7.9pp | 12.93%+7.1pp | 16.32%+3.7pp |
| Employer contribution / active EE | $15,531 | $18,276-15.0% | $35,210-55.9% | $17,007-8.7% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |