Filed November 10, 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 |
|---|---|---|
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD LTD. Service code 28 · EIN 04-2452803 | Investment Management | $9,949 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK ROCK ADVISORS LLC Service code 28 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKROCK2+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA MANGMT INVESTMENT ADVISERS Service code 28 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISERS Service code 28 · EIN 95-4597302 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2+ years Filed as: DREYFUS CORP. Service code 28 · EIN 13-5673135 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 · EIN 95-4597302 | Investment Management | $0 |
Filed as: PUTNAM INVESTMENT MANAGEMENT LLC Service code 28 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Investment Management | $0 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,581-100.0% | $14,339-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 17.0%-17.0pp | 12.6%-12.6pp |
| Annual return | 7.74% | -1.65%+9.4pp | 1.15%+6.6pp | 4.56%+3.2pp |
| Employer contribution / active EE | $0 | $13,303-100.0% | $26,339-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $273-100.0% | $178-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $10,769-100.0% | $3,605-100.0% | $1,711-100.0% |