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 | $1,448 |
BLACKROCK6+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA MANGMT INVESTMENT ADVISORS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA MGMT INVESTMENT ADVISERS L Service code 28 | Investment Management | $0 |
DOUBLELINE CAPITAL LP2 years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS Service code 28 245 SUMMER STREET · BOSTON, MA 02210 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
Filed as: FULLER & THALER ASSET MANAGEMENT, I Service code 28 411 BOREL AVENUE SUITE 300 · SAN MATEO, CA 94402 | 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $733,756-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 13.5%-13.5pp |
| Annual return | 10.93% | 11.09%-0.2pp | 8.35%+2.6pp | 9.29%+1.6pp |
| Employer contribution / active EE | $54,545 | $20,972+160.1% | $27,010+101.9% | $15,168+259.6% |
| Participant deferral / active EE | $0 | $99-100.0% | $180-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,421-100.0% | $2,037-100.0% |