Filed July 19, 1991
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 |
|---|---|---|
Service code 50 · EIN 04-2647786 | Direct Payment | $5,209,860 |
BLACK & PINCKARD LLC2 years Filed as: BLACK ROCK INSTITUTIONAL TRUST CO. Service code 50 · EIN 94-3112180 | Direct Payment | $35,083 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,342 | $90,195+48.9% | $125,339+7.2% | $89,394+50.3% |
| Participation rate | 90.4% | 72.4%+17.9pp | 82.4%+8.0pp | 71.3%+19.1pp |
| Annual return | -17.73% | -6.51%-11.2pp | 572.05%-589.8pp | -11.89%-5.8pp |
| Employer contribution / active EE | $3,612 | $3,043+18.7% | $4,814-25.0% | $3,022+19.5% |
| Participant deferral / active EE | $11,689 | $7,170+63.0% | $7,446+57.0% | $5,123+128.1% |
| Admin fee / account holder | $56 | $69-18.8% | $10,010-99.4% | $79-29.1% |