Filed September 29, 1992
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,281,942 |
COLUMBUS CIRCLE INVESTORS5+ years Service code 28 · EIN 06-1404803 | Investment Management | $223,863 |
DIAMOND HILL5+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $207,709 |
VERRILL DANA LLP5+ years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $200,302 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $185,990 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 27 · EIN 56-1557450 | Advisory (Plan) | $169,133 |
KEY TRUST COMPANY OF MAINE5+ years Service code 13 · EIN 01-0412083 | Contract Administrator | $152,497 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,500 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 17 · EIN 13-4008324 | Pension Consulting | $55,922 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $42,188 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $445,290-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 16.33% | 21.83%-5.5pp | 11.97%+4.4pp | 21.83%-5.5pp |
| Employer contribution / active EE | $3,324 | $12,237-72.8% | $37,298-91.1% | $12,237-72.8% |
| Participant deferral / active EE | $0 | $987-100.0% | $23-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,503-100.0% | $1,551,325-100.0% |