Filed December 28, 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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $131,208 |
COLONIAL FIRST STATE ASSET MGMT1+ years Filed as: COLONIAL CONSULTING LLC Service code 51 750 THIRD AVENUE · NEW YORK, NY 10017 | Investment Mgmt Fees | $53,613 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON-LONDON INT'L INV. TRUST Service code 51 · EIN 04-3237387 | Investment Mgmt Fees | $34,790 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $24,780 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LTD Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $21,084 |
WILMINGTON TRUST1+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 25 · EIN 16-0538020 | Directed Trustee | $19,856 |
Filed as: COLCHESTER GLOBAL FUND Service code 51 · EIN 13-4099334 | Investment Mgmt Fees | $9,553 |
RIDGEWORTH1+ years Filed as: GENEVA CAPITAL MANAGEMENT Service code 51 · EIN 39-1567956 | Investment Mgmt Fees | $3,060 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN GLOBAL VALUE INST FUND Service code 52 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN GLOBQAL VALUE INST FUND Service code 52 · EIN 30-0551775 | Indirect Investment Fees | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $296,643-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 44.4%-44.4pp | 0.8%-0.8pp |
| Annual return | -4.48% | -0.60%-3.9pp | -18.97%+14.5pp | -0.60%-3.9pp |
| Employer contribution / active EE | $13,308 | $12,272+8.4% | $54,628-75.6% | $12,272+8.4% |
| Participant deferral / active EE | $0 | $416-100.0% | $78-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $9,901-100.0% | $717-100.0% |