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 |
|---|---|---|
FINDLEY4 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $167,467 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $127,289 |
PRIME, BUCHHOLZ & ASSOCIATES6+ years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 17 · EIN 02-0426421 | Pension Consulting | $125,799 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $96,312 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $94,329 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $47,646 |
BOSTON PARTNERS2 years Filed as: BOSTON PRIVATE BANK & TRUST Service code 28 · EIN 04-2942314 | Investment Management | $39,491 |
Filed as: COLCHESTER GLOBAL INVESTORS LMTD Service code 28 · EIN 36-7324183 | Investment Management | $34,496 |
KILTEARN PARTNERS LLP4 years Filed as: KILTEARN PARTNERS Service code 28 · EIN 27-4585908 | Investment Management | $17,025 |
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 | $2,822,362-100.0% | $75,924-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 52.9%-52.9pp | 0.6%-0.6pp |
| Annual return | 11.86% | 11.45%+0.4pp | 6.78%+5.1pp | 11.45%+0.4pp |
| Employer contribution / active EE | $17,766 | $17,219+3.2% | $28,542-37.8% | $17,219+3.2% |
| Participant deferral / active EE | $0 | $357-100.0% | $763-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,754-100.0% | $15,480-100.0% |