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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,003,243 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $658,709 |
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $286,223 |
US BANK1 year Service code 18 · EIN 31-0841368 | Other fees; Custodial (securities); F... | $27,247 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $15,790 |
LEWIS RICE LLC7 years Service code 29 · EIN 48-1072151 | Legal | $5,131 |
COMERICA BANK9+ years Service code 18 · EIN 42-1741646 | Trustee (bank, trust company, or simi... | $3,316 |
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 | $13,363-100.0% | $398,892-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 54.1%-54.1pp | 2.2%-2.2pp |
| Annual return | 4.07% | 9.11%-5.0pp | 8.55%-4.5pp | 9.11%-5.0pp |
| Employer contribution / active EE | $11,998 | $12,231-1.9% | $37,109-67.7% | $12,231-1.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $18-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $77,551-100.0% | $125-100.0% |