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 |
|---|---|---|
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $163,838 |
PRIME, BUCHHOLZ & ASSOCIATES8+ years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 17 · EIN 02-0426421 | Pension Consulting | $143,909 |
NORTHERN TRUST COMPANY8+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $142,709 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $83,171 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $72,251 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT CO Service code 28 · EIN 04-2933956 | Investment Management | $41,273 |
RHUMBLINE ADVISORS1 year Service code 28 · EIN 04-3118582 | Investment Management | $25,498 |
Filed as: COLCHESTER GLOBAL INVESTORS LMTD Service code 28 · EIN 36-7324183 | Investment Management | $18,718 |
CAPIN CROUSE LLP1 year Service code 10 · EIN 36-3990892 | Accounting | $13,500 |
RHUMBLINE ADVISORS2 years Filed as: RHUMBLINE ADVISORS FUND Service code 28 · EIN 61-6310014 | Investment Management | $6,017 |
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 | $164,233-100.0% | $56,546-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -13.05% | 2.77%-15.8pp | -11.22%-1.8pp | 2.77%-15.8pp |
| Employer contribution / active EE | $8,172 | $15,262-46.5% | $32,882-75.1% | $15,262-46.5% |
| Participant deferral / active EE | $0 | $691-100.0% | $579-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,473-100.0% | $1,015-100.0% |