Filed June 20, 1990
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 8-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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2384414 PO BOX 13793 · NEWARK, NJ 071880793 | Actuarial | $374,279 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 26 · EIN 13-4994650 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Advisory (Participants) | $222,087 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Service code 21 · EIN 04-3638035 PO BOX 1373 · NEWARK, NJ 07101 | Bank Trustee | $205,117 |
Filed as: PRUDENTIAL TRUST CO. Service code 21 · EIN 23-6994310 | Bank Trustee | $162,939 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 PO BOX 905973 · CHARLOTTE, NC 282908973 | Bank Trustee | $87,632 |
FREED MAXICK CPAS PC2+ years Service code 10 · EIN 45-4051133 800 LIBERTY BUILDING · BUFFALO, NY 14202 | Accounting | $25,348 |
QMI GROUP INC.1 year Service code 38 · EIN 38-2193292 1645 E. AVIS DR. · MADISON HEIGHTS, MI 48071 | Participant Communication | $6,124 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 4.39% | 79.68%-75.3pp | 16.78%-12.4pp | 23.90%-19.5pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |