Filed December 7, 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 9-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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $689,693 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $592,103 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST Service code 28 · EIN 99-3939997 | Investment Management | $357,089 |
MUNDER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 38-3212521 | Investment Management | $345,194 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INVT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $322,080 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 48-1140940 | Investment Management | $318,317 |
THE TRUST COMPANY OF TENNESSEE1+ years Filed as: TRUST COMPANY OF THE WEST Service code 21 · EIN 95-2749628 | Bank Trustee | $295,541 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE INVESTMENT ADVISORS Service code 28 · EIN 13-3465352 | Investment Management | $260,884 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT PARTNERS LIMITE Service code 28 · EIN 56-2475917 | Investment Management | $248,114 |
A.O. SMITH CORPORATION1+ years Service code 14 · EIN 39-0619790 | Plan Administrator | $187,294 |
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 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 | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -0.13% | -1.23%+1.1pp | -3.43%+3.3pp | 1.67%-1.8pp |
| Employer contribution / active EE | $13,882 | $11,541+20.3% | $25,607-45.8% | $10,506+32.1% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |