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, LLC2 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $1,696,386 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $272,091 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $141,730 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $120,268 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 27 · EIN 94-3118548 | Advisory (Plan) | $67,455 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 · EIN 81-4017137 | Advisory (Plan) | $19,291 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,040-100.0% | $148,078-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 44.0%-44.0pp |
| Annual return | 7.90% | 3.92%+4.0pp | 6.78%+1.1pp | 13.05%-5.1pp |
| Employer contribution / active EE | $0 | $35,642-100.0% | $25,154-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,864-100.0% |