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.3+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $546,345 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GUARDIAN TRUST Service code 28 · EIN 99-3939997 | Investment Management | $473,313 |
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $415,972 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INVT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $349,510 |
NISA INVESTMENT ADVISORS, LLC3+ years Service code 28 · EIN 48-1140940 | Investment Management | $341,810 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT PARTNERS LIMITE Service code 28 · EIN 56-2475917 | Investment Management | $245,641 |
Service code 28 · EIN 04-2848965 | Investment Management | $213,707 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MANAGEMENT GRO Service code 28 · EIN 13-3465352 | Investment Management | $171,165 |
A.O. SMITH CORPORATION3+ years Service code 14 · EIN 39-0619790 | Plan Administrator | $155,144 |
MARQUETTE ASSOCIATES3+ years Service code 28 · EIN 36-3485298 | Investment Management | $154,000 |
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.
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.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 14.15% | 15.82%-1.7pp | 16.78%-2.6pp | 17.84%-3.7pp |
| Employer contribution / active EE | $0 | $19,885-100.0% | $26,328-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |