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 | $43,183 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $28,464 |
MERCER2 years Filed as: MERCER (US), INC. Service code 16 · EIN 13-2834414 | Consulting | $25,869 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN INVESTMENT ADVISORY, INC. Service code 28 · EIN 52-1952888 | Investment Management | $25,613 |
RUTABAGA CAPITAL MANAGEMENT3 years Filed as: RUTABAGA CAPITAL MANAGEMENT LLC Service code 28 · EIN 04-3451870 64 BROAD STREET, 3RD FLOOR · BOSTON, MA 02109 | Investment Management | $24,147 |
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -4.38% | -2.48%-1.9pp | -102.03%+97.7pp | 0.19%-4.6pp |
| Employer contribution / active EE | $5,348 | $7,648-30.1% | $36,229-85.2% | $13,763-61.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |