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 |
|---|---|---|
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $153,426 |
PRIME, BUCHHOLZ & ASSOCIATES2+ years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 17 · EIN 02-0426421 | Pension Consulting | $91,273 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $85,483 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $61,444 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT CO Service code 28 · EIN 04-2933956 | Investment Management | $53,836 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $41,056 |
CLIFTONLARSONALLEN LLP1+ years Filed as: THE CLIFTON GROUP Service code 28 · EIN 20-0292745 | Investment Management | $32,770 |
Service code 28 · EIN 36-7324183 | Investment Management | $30,632 |
ATLANTIC ASSET MANAGEMENT2+ years Service code 28 · EIN 22-3484717 | Investment Management | $15,480 |
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 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 | $35,636-100.0% | $110,523-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 47.6%-47.6pp | 1.8%-1.8pp |
| Annual return | 6.00% | 7.18%-1.2pp | 1.69%+4.3pp | 7.18%-1.2pp |
| Employer contribution / active EE | $13,928 | $13,095+6.4% | $24,295-42.7% | $13,095+6.4% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,031-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,392-100.0% | $362-100.0% |