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 COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $136,099 |
PRIME, BUCHHOLZ & ASSOCIATES5+ years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 17 · EIN 02-0426421 | Pension Consulting | $121,389 |
FINDLEY3 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $103,905 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $102,552 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $97,323 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $59,096 |
KILTEARN PARTNERS LLP3 years Filed as: KILTEARN PARTNERS Service code 28 · EIN 27-4585908 | Investment Management | $51,979 |
BOSTON PARTNERS1 year Filed as: BOSTON PRIVATE BANK & TRUST Service code 28 · EIN 04-2942314 | Investment Management | $49,358 |
Filed as: COLCHESTER GLOBAL INVESTORS LMTD Service code 28 · EIN 36-7324183 | Investment Management | $32,499 |
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 | $3,370,408-100.0% | $143,222-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 57.6%-57.6pp | 1.2%-1.2pp |
| Annual return | 15.55% | 53.27%-37.7pp | 8.97%+6.6pp | 53.27%-37.7pp |
| Employer contribution / active EE | $29,408 | $14,774+99.0% | $37,026-20.6% | $14,774+99.0% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $1,023-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,546-100.0% | $13,289-100.0% |