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 |
|---|---|---|
Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $81,358 |
JEFFREY SLOCUM & ASSOCIATES2+ years Service code 16 · EIN 41-1567437 | Consulting | $60,802 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $51,667 |
Filed as: RUTABAGA CAPITAL MANAGEMENT LLC Service code 28 64 BROAD STREET, 3RD FLOOR · BOSTON, MA 02109 | Investment Management | $44,257 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $43,222 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 16 227 W MONROE STREET 2020 · CHICAGO, IL 60606 | Consulting | $28,369 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.19% | 5.09%+1.1pp | 5.00%+1.2pp | 7.18%-1.0pp |
| Employer contribution / active EE | $20,960 | $7,393+183.5% | $35,918-41.6% | $13,095+60.1% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |