Filed May 5, 1993 (most recent of 2 filings on file)
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 · EIN 25-1890416 | Investment Management | $89,946 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 2005 MARKET ST, FL 38 · PHILADELPHIA, PA 19103 | Investment Management | $69,284 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $49,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $43,848 |
LCG ASSOCIATES, INC.1+ years Filed as: LCG ASSOCIATES Service code 17 · EIN 75-1680350 | Pension Consulting | $40,828 |
THOMPSON HINE1+ years Service code 29 · EIN 34-0575300 | Legal | $38,106 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $32,451 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $25,000 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | 2.34% | -1.64%+4.0pp | 16.23%-13.9pp | -0.60%+2.9pp |
| Employer contribution / active EE | $0 | $19,166-100.0% | $17,605-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |