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 |
|---|---|---|
MERCER3 years Filed as: MERCER (US), INC. Service code 16 · EIN 13-2834414 | Consulting | $55,362 |
RUTABAGA CAPITAL MANAGEMENT4 years Filed as: RUTABAGA CAPITAL MANAGEMENT LLC Service code 28 · EIN 04-3451870 64 BROAD STREET, 3RD FLOOR · BOSTON, MA 02109 | Investment Management | $25,144 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN INVESTMENT ADVISORY, INC. Service code 28 · EIN 26-4560299 | Investment Management | $12,061 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $11,070 |
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 15.41% | 15.61%-0.2pp | 20.73%-5.3pp | 53.27%-37.9pp |
| Employer contribution / active EE | $8,448 | $10,773-21.6% | $36,500-76.9% | $14,774-42.8% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |