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 5-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 |
|---|---|---|
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERGMAN Service code 28 · EIN 02-0654486 | Investment Management | $183,030 |
Service code 28 3 ENTERPRISE DRIVE SUITE 410 · SHELTON, CT 06484 | Investment Management | $140,728 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY Service code 21 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $80,467 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $71,732 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $36,982 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO Service code 28 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $16,898 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 29 205 NORTH MICHIGAN AVENUE · CHICAGO, IL 606015927 | Legal | $13,000 |
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.
Annual investment return 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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 2.68% | 12.96%-10.3pp | 20.73%-18.0pp | 16.32%-13.6pp |
| Employer contribution / active EE | $36,581 | $12,913+183.3% | $36,500+0.2% | $17,007+115.1% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |