Filed April 20, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
STONEGATE INVESTMENT GROUP3 years Service code 27 · EIN 86-3675511 | Advisory (Plan) | $308,260 |
Filed as: ZEIGLAR CAPITAL MANAGEMENT, LLC Service code 28 · EIN 27-2347044 | Investment Management | $254,207 |
BLACKROCK10+ years Service code 28 · EIN 32-0174431 | Investment Management | $159,964 |
MADISON INVESTMENT ADVISORS10+ years Filed as: MADISON Service code 28 · EIN 39-1194160 | Investment Management | $123,760 |
NWPS4 years Service code 11 · EIN 94-2614826 | Actuarial | $46,135 |
FIRST STATE TRUST COMPANY10+ years Service code 13 · EIN 13-3124172 | Contract Administrator | $36,749 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE Service code 23 · EIN 13-5570651 | Insurance services | $15,166 |
BLACK & PINCKARD LLC7 years Filed as: BLACK & PINCKARD Service code 10 · EIN 26-0079381 | Accounting | $11,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 13.84% | 8.76%+5.1pp | 5.62%+8.2pp | 8.76%+5.1pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $37,825-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $0 | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |