Filed February 2, 2013 (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 |
|---|---|---|
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $906,369 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $496,220 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $181,500 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $178,001 |
NICHOLE LINHARDT10+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $144,511 |
JOHNSON & KROL, LLC10+ years Service code 29 · EIN 36-4342024 | Legal | $136,379 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 16 · EIN 52-1796473 | Consulting | $134,178 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $109,412 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $98,810 |
CLAUDIA MARTINEZ3 years Service code 30 · EIN 62-6105084 | Employee (plan) | $87,346 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.28% | 8.48%+4.8pp | 8.09%+5.2pp | 8.48%+4.8pp |
| Employer contribution / active EE | $15,532 | $9,949+56.1% | $28,732-45.9% | $9,949+56.1% |
| Participant deferral / active EE | $0 | $734-100.0% | $7-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |