Filed December 20, 1996
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 |
|---|---|---|
APOGEM CAPITAL, LLC1 year Filed as: APOGEM CAPITAL LLC Service code 28 · EIN 85-1664787 | Investment Management | $3,698,539 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $1,325,848 |
GOLDPOINT PARTNERS LLC6 years Service code 28 · EIN 13-4091043 | Investment Management | $968,430 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 | Investment Management | $527,627 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 13 · EIN 13-5582869 | Contract Administrator | $351,527 |
AMERICAN FUNDS4 years Filed as: PA CAPITAL LLC Service code 28 · EIN 54-1886751 | Investment Management | $335,762 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $75,350 |
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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -13.32% | -15.08%+1.8pp | -3.21%-10.1pp | 7.68%-21.0pp |
| Employer contribution / active EE | $0 | $5,566-100.0% | $46,019-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |