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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2384414 PO BOX 13793 · NEWARK, NJ 071880793 | Actuarial | $627,667 |
ROCATON INVESTMENT ADVISORS, LLC3+ years Service code 21 · EIN 04-3638035 PO BOX 1373 · NEWARK, NJ 07101 | Bank Trustee | $252,328 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK NA Service code 26 · EIN 13-4994650 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Advisory (Participants) | $233,797 |
Filed as: PRUDENTIAL TRUST CO. Service code 21 · EIN 23-6994310 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Bank Trustee | $142,618 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 PO BOX 905973 · CHARLOTTE, NC 282908973 | Bank Trustee | $72,292 |
DICKINSON WRIGHT PLLC1 year Service code 29 · EIN 38-1364333 2600 W. BIG BEAVER RD, SUITE 300 · TROY, MI 480843312 | Legal | $60,412 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK CPAS PG Service code 10 · EIN 45-4051133 800 LIBERTY BUILDING · MADISON HEIGHTS, MI 48071 | Accounting | $25,184 |
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | 0.90% | -2.68%+3.6pp | 12.68%-11.8pp | -0.69%+1.6pp |
| Employer contribution / active EE | $29,598 | $18,045+64.0% | $22,860+29.5% | $16,786+76.3% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |