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 BERMAN3+ years Service code 28 · EIN 65-0187696 | Investment Management | $163,246 |
P-SOLVE1 year Filed as: P-SOLVE LLC Service code 11 · EIN 04-3513306 | Actuarial | $136,473 |
KEY BANK NATIONAL ASSOCIATION3+ years Filed as: KEY BANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $32,582 |
Filed as: BOYD WATTERSON ASSET MGMT Service code 28 · EIN 36-3027981 | Investment Management | $13,111 |
FINDLEY3+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $10,614 |
MCDONALD HOPKINS, LLC2 years Filed as: MCDONALD HOPKINS LLC Service code 29 · EIN 34-1059058 | Legal | $1,386 |
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.
Participant 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.
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 | $44,091-100.0% | $1,867,444-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 11.3%-11.3pp | 4.5%-4.5pp |
| Annual return | 46.48% | 13.95%+32.5pp | 9.84%+36.6pp | 13.95%+32.5pp |
| Employer contribution / active EE | $15,888 | $16,598-4.3% | $50,102-68.3% | $16,598-4.3% |
| Participant deferral / active EE | $0 | $511-100.0% | $612-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $18,647-100.0% | $612-100.0% |