Filed December 28, 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 9-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 |
|---|---|---|
PNC BANK, N.A.8 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $388,640 |
WILLIAM BLAIR6 years Service code 28 · EIN 36-2214610 | Investment Management | $130,148 |
BUCK GLOBAL, LLC5 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $63,251 |
FIRST NATIONAL BANK OF OMAHA8 years Filed as: FIRST NATIONAL BANK Service code 28 · EIN 25-1255405 | Investment Management | $50,777 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, NA Service code 28 · EIN 16-1486454 | Investment Management | $50,752 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $18,635 |
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 4.87% | 7.96%-3.1pp | 5.17%-0.3pp | 8.76%-3.9pp |
| Employer contribution / active EE | $10,795 | $15,125-28.6% | $26,422-59.1% | $16,627-35.1% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |