Filed September 24, 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 |
|---|---|---|
MANNING & NAPIER3+ years Service code 50 · EIN 45-3328488 | Direct Payment | $518,147 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $239,488 |
C.S. MCKEE, L.P.3+ years Filed as: CS MCKEE INC Service code 50 · EIN 25-1900687 | Direct Payment | $205,635 |
DANIEL H. COOK ASSOCIATES, INC3+ years Filed as: DANIEL DAFOE Service code 14 · EIN 15-6035161 | Plan Administrator | $182,886 |
BMO HARRIS BANK NA1 year Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $139,552 |
Filed as: GREGORY J RINGELBERG Service code 13 · EIN 15-6035161 | Contract Administrator | $79,995 |
SHELLEY LEBEAU3+ years Service code 13 · EIN 15-6035161 | Contract Administrator | $68,378 |
DEBORAH DANNER3+ years Filed as: DEBORAH DE BOTTIS Service code 14 · EIN 15-6035161 | Plan Administrator | $61,042 |
PATRICIA CATALANO3+ years Service code 13 · EIN 15-6035161 | Contract Administrator | $51,180 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOSEPH MCCARTHY Service code 10 · EIN 16-1120588 | Accounting | $46,575 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.00% | 12.33%+0.7pp | 8.32%+4.7pp | 17.84%-4.8pp |
| Employer contribution / active EE | $19,715 | $11,641+69.4% | $30,793-36.0% | $14,688+34.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |