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.
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 |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $651,518 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $644,895 |
KEY TRUST COMPANY OF MAINE6+ years Service code 13 · EIN 01-0412083 | Contract Administrator | $137,795 |
VERRILL DANA LLP6+ years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $59,428 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $22,500 |
Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $13,781 |
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.
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 | $0 | $146,045-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 16.94% | 12.86%+4.1pp | 9.55%+7.4pp | 12.86%+4.1pp |
| Employer contribution / active EE | $17,381 | $13,687+27.0% | $39,797-56.3% | $13,687+27.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $130-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |