Filed October 22, 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 |
|---|---|---|
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $68,144 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 39-4001764 | Advisory (Plan) | $49,192 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $24,809 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $18,972 |
DLA PIPER1+ years Filed as: DLA PIPER RUDNICK LLP Service code 29 · EIN 52-0616490 | Legal | $18,325 |
HUNTER BENEFITS CONSULTING GROUP1+ years Service code 15 · EIN 36-4430093 | Recordkeeping | $13,996 |
SIKICH LLP1+ years Service code 10 · EIN 36-3168081 | Accounting | $9,432 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,603 | $60,165+181.9% | $74,183+128.6% | $55,167+207.4% |
| Participation rate | 87.9% | 74.2%+13.7pp | 76.6%+11.2pp | 69.0%+18.9pp |
| Annual return | -4.73% | 10.00%-14.7pp | 17.74%-22.5pp | 169.23%-174.0pp |
| Employer contribution / active EE | $14,647 | $1,600+815.6% | $2,370+518.0% | $1,963+646.3% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $783 | $419+86.8% | $5,586-86.0% | $504+55.4% |