Filed February 28, 1996
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 10-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $49,997 |
THOMPSON HINE1 year Service code 29 · EIN 34-0575300 | Legal | $41,325 |
Filed as: CONDUENT HR SERVICES, LLC Service code 11 · EIN 13-3954297 | Actuarial | $33,417 |
FLAGEL HUBER FLAGEL2+ years Service code 10 · EIN 31-0796034 | Accounting | $11,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.98% | 3.49%+2.5pp | 4.16%+1.8pp | 7.18%-1.2pp |
| Employer contribution / active EE | $1,232 | $11,083-88.9% | $29,966-95.9% | $13,095-90.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |