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 GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $99,383 |
COLONIAL FIRST STATE ASSET MGMT3+ years Filed as: COLONIAL CONSULTING LLC Service code 11 · EIN 13-3954297 | Actuarial | $86,248 |
Filed as: MARATHON-LONDON INT'L INVESTMENT TR Service code 51 · EIN 04-3237387 | Investment Mgmt Fees | $84,220 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $51,008 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $25,280 |
WILMINGTON TRUST3+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 25 · EIN 16-0538020 | Directed Trustee | $22,490 |
AB FUNDS1 year Filed as: COLCHESTER GLOBAL BOND FUND Service code 51 · EIN 13-4099334 | Investment Mgmt Fees | $22,386 |
COVE STREET CAPITAL1 year Service code 51 · EIN 27-5376591 | Investment Mgmt Fees | $6,830 |
ARTISAN PARTNERS1 year Filed as: ARTISAN GLOBAL VALUE FUND Service code 52 · EIN 30-0551775 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN GLOBAL VALUE INST FUND Service code 52 | 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 | $44,091-100.0% | $413,253-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 40.8%-40.8pp | 4.5%-4.5pp |
| Annual return | 13.76% | 13.95%-0.2pp | 8.55%+5.2pp | 13.95%-0.2pp |
| Employer contribution / active EE | $23,474 | $16,598+41.4% | $55,494-57.7% | $16,598+41.4% |
| Participant deferral / active EE | $0 | $511-100.0% | $122-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $160,808-100.0% | $612-100.0% |