Filed September 8, 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 |
|---|---|---|
1919 INVESTMENT COUNSEL, LLC6 years Service code 28 · EIN 26-0103189 | Investment Management | $493,623 |
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.
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 | $36,224-100.0% | $832,720-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 50.0%-50.0pp | 2.1%-2.1pp |
| Annual return | 13.25% | 9.14%+4.1pp | 7.07%+6.2pp | 9.14%+4.1pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $39,802-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $0 | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $28,721-100.0% | $200-100.0% |