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 |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES4+ years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 17 · EIN 02-0426421 | Pension Consulting | $116,824 |
FINDLEY2 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $116,181 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $84,860 |
KILTEARN PARTNERS LLP2 years Filed as: KILTEARN PARTNERS Service code 28 · EIN 27-4585908 | Investment Management | $80,579 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $75,929 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $75,019 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT CO Service code 28 · EIN 04-2933956 | Investment Management | $74,776 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $35,344 |
Filed as: COLCHESTER GLOBAL INVESTORS LMTD Service code 28 · EIN 36-7324183 | Investment Management | $31,728 |
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.
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 | $18,026,966-100.0% | $110,792-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 58.3%-58.3pp | 1.8%-1.8pp |
| Annual return | -7.33% | 0.19%-7.5pp | -0.33%-7.0pp | 0.19%-7.5pp |
| Employer contribution / active EE | $22,123 | $13,763+60.7% | $25,782-14.2% | $13,763+60.7% |
| Participant deferral / active EE | $0 | $804-100.0% | $928-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,824-100.0% | $426-100.0% |