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) | $73,972 |
Filed as: ZEIGLAR CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $59,534 |
BLACKROCK3 years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 · EIN 32-0174431 | Investment Management | $41,984 |
FIRST STATE TRUST COMPANY10+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $31,350 |
MADISON INVESTMENT ADVISORS3 years Service code 28 · EIN 39-1194160 | Investment Management | $21,420 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 12.36% | 10.71%+1.7pp | 0.02%+12.3pp | 10.71%+1.7pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $32,547-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $0 | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |