Filed July 31, 1989
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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $900,354 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $356,437 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $235,424 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $135,731 |
MEADEN & MOORE, LTD.10+ years Service code 10 · EIN 34-1818258 | Accounting | $14,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 9.64% | 8.76%+0.9pp | 5.62%+4.0pp | 8.76%+0.9pp |
| Employer contribution / active EE | $22,942 | $16,627+38.0% | $37,825-39.3% | $16,627+38.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $0 | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |