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 |
|---|---|---|
NORTHERN TRUST COMPANY1 year Service code 28 · EIN 36-1561860 | Investment Management | $45,721 |
MERCER4 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $35,121 |
RUTABAGA CAPITAL MANAGEMENT5 years Filed as: RUTABAGA CAPITAL MANAGEMENT LLC Service code 28 · EIN 04-3451870 64 BROAD STREET, 3RD FLOOR · BOSTON, MA 02109 | Investment Management | $31,547 |
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 12.95% | 10.64%+2.3pp | 90.60%-77.7pp | 11.45%+1.5pp |
| Employer contribution / active EE | $4,130 | $11,339-63.6% | $32,727-87.4% | $17,219-76.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |