Filed September 14, 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 3-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 |
|---|---|---|
BMO HARRIS BANK NA2 years Filed as: M&T BANK Service code 28 · EIN 16-0538020 | Investment Management | $142,065 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS ASSET MANAGEMENT LP Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $31,075 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $28,652 |
COHO PARTNERS, LTD.2 years Service code 28 · EIN 23-3004662 | Investment Management | $25,800 |
SUNTRUST BANKS, INC.2 years Filed as: STERLING CAPITAL MANAGEMENT, INC. Service code 28 · EIN 63-1057974 | Investment Management | $19,653 |
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $17,232 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $16,945 |
DANA INVESTMENT ADVISORS2 years Filed as: DANA INVESTMENT ADVISORS INC Service code 28 · EIN 39-1512278 | Investment Management | $7,416 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | -96.80% | 9.89%-106.7pp | 10.16%-107.0pp | 10.21%-107.0pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |