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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2384414 | Actuarial | $604,721 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $170,929 |
Filed as: PRUDENTIAL TRUST CO. Service code 21 · EIN 23-6994310 | Bank Trustee | $115,678 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $109,586 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $60,214 |
FREED MAXICK CPAS PC3 years Filed as: FREED MAXICK CPAS PG Service code 10 · EIN 45-4051133 | Accounting | $42,000 |
DICKINSON WRIGHT PLLC3 years Service code 29 350 S. MAIN ST · ANN ARBOR, MI 48104 | Legal | $22,879 |
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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 16.03% | 10.60%+5.4pp | -2.84%+18.9pp | 627.08%-611.1pp |
| Employer contribution / active EE | $150,588 | $19,729+663.3% | $33,329+351.8% | $18,824+700.0% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |