Filed December 18, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $806,127 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $447,123 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $309,863 |
COMERICA BANK8+ years Service code 18 · EIN 42-1741646 | Other services; Other fees; Float rev... | $140,923 |
REGIONS BANK8+ years Filed as: REGIONS MORGAN KEEGAN Service code 28 · EIN 63-0371391 | Investment Management | $42,474 |
LEWIS RICE LLC6 years Service code 29 · EIN 48-1072151 | Legal | $21,829 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $12,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $565,817-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 29.9%-29.9pp | 1.5%-1.5pp |
| Annual return | -27.84% | 23.41%-51.3pp | -8.79%-19.1pp | 23.41%-51.3pp |
| Employer contribution / active EE | $27,910 | $12,650+120.6% | $43,435-35.7% | $12,650+120.6% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $12-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $866-100.0% | $14,884-100.0% |