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. $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 10-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 |
|---|---|---|
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $95,857 |
COLONIAL FIRST STATE ASSET MGMT2+ years Filed as: COLONIAL CONSULTING LLC Service code 51 750 THIRD AVENUE · NEW YORK, NY 10017 | Investment Mgmt Fees | $41,785 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $24,780 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT LTD Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $22,836 |
WILMINGTON TRUST2+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 25 · EIN 16-0538020 | Directed Trustee | $18,944 |
Filed as: COLCHESTER GLOBAL FUND Service code 51 · EIN 13-4099334 | Investment Mgmt Fees | $9,986 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN GLOBAL VALUE INST FUND Service code 52 · EIN 30-0551775 | Indirect Investment Fees | $0 |
Filed as: BAIN CAPITAL SENIOR LOAN FUND LP Service code 52 | Indirect Investment Fees | $0 |
Filed as: BAIN SENIOR LOAN FUND LTD Service code 52 · EIN 04-3505100 | Indirect Investment Fees | $0 |
FORESTER DIVERSIFIED2+ years Filed as: FORESTER OFFSHORE LTD Service code 52 TWO SOUND VIEW DRIVE · GREENWHICH, CT 06830 | Indirect Investment Fees | $0 |
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 | $49,677-100.0% | $358,154-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 37.4%-37.4pp | 3.6%-3.6pp |
| Annual return | 6.10% | 11.88%-5.8pp | 2.24%+3.9pp | 11.88%-5.8pp |
| Employer contribution / active EE | $13,750 | $14,612-5.9% | $54,559-74.8% | $14,612-5.9% |
| Participant deferral / active EE | $0 | $518-100.0% | $81-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $6,053-100.0% | $637-100.0% |