Filed December 30, 2014 (most recent of 4 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 9-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 |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME, BUCHHOLZ & ASSOC Service code 27 · EIN 02-0426421 273 CORPORATE DR STE 250 · PORTSMOUTH, NH 03801 | Advisory (Plan) | $42,697 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 STATE STREET FINANCIAL CE · BOSTON, MA 201112900 | Custodial (securities); Investment ma... | $34,358 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON ASSET MANAGEMENT LIMITED Service code 28 · EIN 13-4169008 | Investment Management | $18,018 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,308 | $50,106+102.2% | $70,014+44.7% | $57,658+75.7% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 1.91% | 14.58%-12.7pp | 12.99%-11.1pp | 5.13%-3.2pp |
| Employer contribution / active EE | $8,850 | $1,739+408.8% | $2,338+278.5% | $1,974+348.4% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $217 | $89+143.1% | $4,380-95.0% | $95+129.4% |