Filed September 22, 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 8-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 |
|---|---|---|
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $51,268 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $42,306 |
JEFFREY SLOCUM & ASSOCIATES1+ years Service code 16 · EIN 41-1567437 | Consulting | $41,413 |
RUTABAGA CAPITAL MANAGEMENT1+ years Filed as: RUTABAGA CAPTIAL MANAGEMENT LLC Service code 28 64 BROAD STREET, 3RD FLOOR · BOSTON, MA 02109 | Investment Management | $39,912 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 | Investment Management | $29,655 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 28 · EIN 51-0368279 | Investment Management | $25,297 |
STRALEM AND COMPANY1+ years Filed as: STRALEM AND COMPANY, INC. Service code 28 645 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $17,704 |
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.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -1.61% | -0.96%-0.7pp | -2.00%+0.4pp | -0.60%-1.0pp |
| Employer contribution / active EE | $13,262 | $6,828+94.2% | $34,470-61.5% | $12,272+8.1% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |