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: ADVISORS INNER CIRCLE FUND Service code 28 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $0 |
BLACKROCK8+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO QQQ TRUST Service code 28 3500 LACEY ROAD, SUITE 700 · DOWNERS GROVE, IL 60515 | Investment Management | $0 |
LSV ASSET MANAGEMENT1 year Filed as: LSV FUND Service code 28 | Investment Management | $0 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT COMPANY LLC Service code 28 · EIN 95-2632339 | Investment Management | $0 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 | Investment Management | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 28 | Investment Management | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: SEAFARER OVERSEAS GROWTH AND INCOME Service code 28 1290 BROADWAY SUITE 1100 · DENVER, CO 80203 | 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -14.97% | -14.09%-0.9pp | 179.55%-194.5pp | -5.25%-9.7pp |
| Employer contribution / active EE | $62,069 | $19,237+222.7% | $24,917+149.1% | $15,166+309.3% |
| Participant deferral / active EE | $0 | $307-100.0% | $463-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |