Filed March 29, 1993
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 |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $30,100 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-1036175 | 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 13.55% | 13.95%-0.4pp | 8.55%+5.0pp | 13.95%-0.4pp |
| Employer contribution / active EE | $17,511 | $16,598+5.5% | $55,494-68.4% | $16,598+5.5% |
| 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% |