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 |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $623,782 |
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $416,754 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL INVT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $325,770 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 48-1140940 | Investment Management | $323,106 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST Service code 28 · EIN 99-3939997 | Investment Management | $314,700 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE INVESTMENT ADVISORS Service code 28 · EIN 13-3465352 | Investment Management | $254,269 |
MUNDER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 38-3212521 | Investment Management | $240,376 |
THE TRUST COMPANY OF TENNESSEE2+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-2749628 | Investment Management | $240,237 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT PARTNERS LIMITE Service code 28 · EIN 56-2475917 | Investment Management | $238,626 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT & HAMILL INVT COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $187,633 |
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.25% | 6.04%+1.2pp | 5.44%+1.8pp | 9.19%-1.9pp |
| Employer contribution / active EE | $15,008 | $12,925+16.1% | $25,481-41.1% | $12,608+19.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |