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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2384414 | Actuarial | $341,000 |
Service code 11 · EIN 53-0181291 | Actuarial | $284,735 |
ROCATON INVESTMENT ADVISORS, LLC6+ years Service code 28 · EIN 04-3638035 | Investment Management | $168,548 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $154,687 |
Filed as: PRUDENTIAL TRUST CO. Service code 21 · EIN 23-6994310 | Bank Trustee | $119,497 |
DICKINSON WRIGHT PLLC4 years Service code 29 350 S. MAIN ST · ANN ARBOR, MI 48104 | Legal | $30,081 |
FREED MAXICK CPAS PC4 years Filed as: FREED MAXICK CPAS PG Service code 10 · EIN 45-4051133 | Accounting | $23,500 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $14,677 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 0.02% | 11.70%-11.7pp | 7.32%-7.3pp | 18.34%-18.3pp |
| Employer contribution / active EE | $33,015 | $9,106+262.6% | $23,426+40.9% | $14,665+125.1% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |