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 BERMAN2+ years Service code 28 · EIN 65-0187696 | Investment Management | $173,162 |
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $68,844 |
KEY BANK NATIONAL ASSOCIATION2+ years Filed as: KEY BANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $30,428 |
Filed as: BOYD WATTERSON ASSET MGMT Service code 28 · EIN 36-3027981 | Investment Management | $12,276 |
MCDONALD HOPKINS, LLC1 year Filed as: MCDONALD HOPKINS LLC Service code 29 · EIN 34-1059058 | Legal | $7,440 |
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 | $49,677-100.0% | $295,226-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 14.7%-14.7pp | 3.6%-3.6pp |
| Annual return | 1.98% | 11.88%-9.9pp | 4.64%-2.7pp | 11.88%-9.9pp |
| Employer contribution / active EE | $13,401 | $14,612-8.3% | $35,349-62.1% | $14,612-8.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $461-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $343,074-100.0% | $637-100.0% |