Filed August 11, 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 | $626,213 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $200,185 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $169,698 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 27 · EIN 94-3118548 | Advisory (Plan) | $152,319 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $128,803 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 · EIN 81-4017137 | Advisory (Plan) | $18,750 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 2.18% | 20.09%-17.9pp | 15.31%-13.1pp | 37.74%-35.6pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |