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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $9,704 |
BLACKROCK3+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA MANGMT INVESTMENT ADVISERS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON3+ 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 |
Filed as: METROPOLITAN WEST ASSET MANAGEMENT, 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 |
Filed as: PUTNAM INVESTMENT MANAGEMENT, LLC Service code 28 | Investment Management | $0 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA FUNDS MANAGEMENT INC Service code 28 PO BOX 8317 · BOSTON, MA 022668317 | Investment Management | $0 |
Filed as: TRANSAMERICA ASSET MANAGEMENT, INC Service code 28 · EIN 94-0932740 | 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $4,834-100.0% | $9,655,338-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 11.3%-11.3pp |
| Annual return | 14.43% | 8.53%+5.9pp | 11.12%+3.3pp | 10.41%+4.0pp |
| Employer contribution / active EE | $39,130 | $17,436+124.4% | $22,651+72.8% | $14,691+166.4% |
| Participant deferral / active EE | $0 | $239-100.0% | $198-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $57,986-100.0% | $2,646-100.0% |