Filed December 29, 1993 (most recent of 2 filings on file)
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 |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $112,075 |
KEYBANK NATIONAL ASSOCIATION4+ years Service code 10 · EIN 34-0797057 | Accounting | $80,113 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,000 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $10,196 |
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 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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -2.33% | 3.99%-6.3pp | 4.36%-6.7pp | 10.56%-12.9pp |
| Employer contribution / active EE | $81,657 | $11,621+602.7% | $27,383+198.2% | $13,643+498.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |