Filed September 11, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES10+ years Service code 28 · EIN 74-2798841 | Investment Management | $36,218 |
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $35,086 |
RSM US LLP1 year Service code 50 · EIN 47-0714325 | Direct Payment | $27,563 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS (FORMERLY DIMEO) Service code 16 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Consulting | $10,000 |
Service code 29 201 17TH STREET NW, SUITE 1700 · ATLANTA, GA 30363 | Legal | $4,320 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $459 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 4.52% | 3.90%+0.6pp | 8.57%-4.1pp | 8.76%-4.2pp |
| Employer contribution / active EE | $2,347 | $12,005-80.5% | $33,010-92.9% | $16,627-85.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |