Filed April 5, 1995
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 |
|---|---|---|
NEUBERGER BERMAN1+ years Service code 28 · EIN 65-0187696 | Investment Management | $195,493 |
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $93,485 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY BANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $30,247 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON Service code 28 · EIN 36-3027981 | Investment Management | $18,043 |
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.
Annual investment return 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.
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 | $211,396-100.0% | $466,275-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 17.6%-17.6pp | 4.3%-4.3pp |
| Annual return | -4.28% | 2.81%-7.1pp | -2.52%-1.8pp | 2.81%-7.1pp |
| Employer contribution / active EE | $11,686 | $16,358-28.6% | $109,954-89.4% | $16,358-28.6% |
| Participant deferral / active EE | $0 | $775-100.0% | $846-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $12,408-100.0% | $1,639-100.0% |