Filed December 30, 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 |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $538,568 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $312,962 |
Filed as: SILCHESTER INTL INVESTORS INC Service code 28 · EIN 45-3056700 | Investment Management | $259,298 |
Filed as: NEW ENGLAND PENSION CONSULT Service code 17 · EIN 26-1429809 | Pension Consulting | $120,464 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MGMT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $62,050 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 30-0447847 | Investment Management | $15,358 |
BLACKROCK3 years Service code 28 · EIN 94-3112180 | Investment Management | $12,469 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 5.90% | 7.96%-2.1pp | 5.17%+0.7pp | 8.76%-2.9pp |
| Employer contribution / active EE | $15,451 | $15,125+2.2% | $26,422-41.5% | $16,627-7.1% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |