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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $550,316 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL & GENERAL INVT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $491,162 |
NISA INVESTMENT ADVISORS, LLC6+ years Service code 28 · EIN 48-1140940 | Investment Management | $424,758 |
AMERICAN FUNDS6+ years Filed as: CAPITAL GUARDIAN TRUST Service code 28 · EIN 95-3939997 | Investment Management | $299,418 |
FIDUCIARY MANAGEMENT, INC.6+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $281,450 |
MONDRIAN INVESTMENT GROUP6+ years Filed as: MONDRIAN INVESTMENT PARTNERS LIMITE Service code 28 · EIN 56-2475917 | Investment Management | $179,257 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INVESTMENT MANAGEMENT GRO Service code 28 · EIN 13-3465352 | Investment Management | $173,660 |
MARQUETTE ASSOCIATES6+ years Service code 28 · EIN 36-3485298 | Investment Management | $160,000 |
CONGRESS ASSET MANAGEMENT4 years Service code 28 · EIN 04-2848965 | Investment Management | $143,482 |
A.O. SMITH CORPORATION6+ years Service code 14 · EIN 39-0619790 | Plan Administrator | $142,414 |
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 12.39% | 24.77%-12.4pp | -2.84%+15.2pp | 12.86%-0.5pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |