Filed December 31, 1992
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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1175487 | Actuarial | $206,712 |
SLC MANAGEMENT5 years Service code 28 · EIN 68-0635051 | Investment Management | $56,058 |
MORGAN STANLEY SMITH BARNEY5 years Service code 28 · EIN 20-8764829 | Investment Management | $47,500 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE CONSULTING LLP Service code 10 · EIN 06-1454513 | Accounting | $24,780 |
Service code 25 1 RIGHTER PKWY, STE 120 · WILMINGTON, DE 19803 | Directed Trustee | $21,694 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 29 · EIN 36-2085229 | Legal | $14,633 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 44.0%-44.0pp |
| Annual return | -72.26% | 7.68%-79.9pp | 8.91%-81.2pp | 13.05%-85.3pp |
| Employer contribution / active EE | $0 | $38,001-100.0% | $24,376-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $30,864-100.0% |