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 |
|---|---|---|
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $123,365 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $96,728 |
KEYBANK NATIONAL ASSOCIATION9+ years Service code 10 · EIN 34-0797057 | Accounting | $61,191 |
Filed as: MESIROW FINANCIAL Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $30,000 |
Filed as: MORGAN, LEWIS, BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $9,781 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 11.36% | 16.55%-5.2pp | 15.31%-3.9pp | 24.42%-13.1pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,079-100.0% |