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 | $1,293,700 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $420,531 |
Service code 11 · EIN 53-0181291 | Actuarial | $372,533 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $153,055 |
MEADEN & MOORE, LTD.9+ years Service code 10 · EIN 34-1818258 | Accounting | $13,250 |
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 | $3,299,877-100.0% | $848,047-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 10.41% | 37.74%-27.3pp | 5.63%+4.8pp | 37.74%-27.3pp |
| Employer contribution / active EE | $17,496 | $15,781+10.9% | $36,086-51.5% | $15,781+10.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $0 | $9,287-100.0% |