Filed November 22, 2008
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 |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES5 years Filed as: PRIME BUCHHOLZ Service code 28 · EIN 02-0426421 | Investment Management | $107,769 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $84,304 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $72,399 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $26,255 |
WISS & COMPANY, LLP8 years Service code 10 · EIN 22-1732349 | Accounting | $25,500 |
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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,005-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.7%-43.7pp | 0.0%0pp |
| Annual return | -0.86% | 8.50%-9.4pp | 9.83%-10.7pp | 8.76%-9.6pp |
| Employer contribution / active EE | $0 | $11,009-100.0% | $30,326-100.0% | $16,640-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |