Filed January 4, 2016
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 |
|---|---|---|
NORTHERN TRUST COMPANY11+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $164,536 |
Service code 28 | Investment Management | $100,429 |
USI CONSULTING GROUP5 years Service code 11 · EIN 06-1053228 | Actuarial | $74,016 |
INDEPENDENT FINANCIAL PARTNERS11+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $34,433 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $31,982 |
RHUMBLINE ADVISORS4 years Service code 28 · EIN 04-3118582 | Investment Management | $29,091 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $25,467 |
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 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 8.47% | 10.71%-2.2pp | 6.25%+2.2pp | 10.71%-2.2pp |
| Employer contribution / active EE | $19,261 | $14,986+28.5% | $26,962-28.6% | $14,986+28.5% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $517-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |