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 | $89,047 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $57,972 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN INVESTMENT ADVISORY, INC. Service code 28 · EIN 52-1952888 | Investment Management | $52,661 |
RUTABAGA CAPITAL MANAGEMENT2 years Filed as: RUTABAGA CAPITAL MANAGEMENT LLC Service code 28 · EIN 04-3451870 64 BROAD STREET, 3RD FLOOR · BOSTON, MA 02109 | Investment Management | $45,169 |
MERCER1 year Filed as: MERCER (US), INC. Service code 16 · EIN 13-2834414 | Consulting | $43,588 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP, INC. Service code 16 · EIN 04-3831795 227 W MONROE STREET 2020 · CHICAGO, IL 60606 | Consulting | $29,917 |
Service code 28 · EIN 20-8058531 | Investment Management | $10,802 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 15.59% | 12.40%+3.2pp | 10.16%+5.4pp | 23.90%-8.3pp |
| Employer contribution / active EE | $2,593 | $8,748-70.4% | $33,192-92.2% | $16,539-84.3% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |