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 CONSULTING3 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $1,003,959 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL & GENERAL INVT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $476,079 |
NISA INVESTMENT ADVISORS, LLC7+ years Service code 28 · EIN 48-1140940 | Investment Management | $389,166 |
AMERICAN FUNDS7+ years Filed as: CAPITAL GUARDIAN TRUST Service code 28 · EIN 95-3939997 | Investment Management | $281,588 |
FIDUCIARY MANAGEMENT, INC.7+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $179,702 |
MARQUETTE ASSOCIATES7+ years Service code 28 · EIN 36-3485298 | Investment Management | $160,000 |
DELAWARE INVESTMENTS5 years Filed as: MACQUARIE INVESTMENT MANAGEMENT GRO Service code 28 · EIN 13-3465352 | Investment Management | $153,837 |
A.O. SMITH CORPORATION7+ years Service code 14 · EIN 39-0619790 | Plan Administrator | $141,278 |
MONDRIAN INVESTMENT GROUP7+ years Filed as: MONDRIAN INVESTMENT PARTNERS LIMITE Service code 28 · EIN 56-2475917 | Investment Management | $127,128 |
US BANK3 years Service code 24 · EIN 31-0841368 | Discretionary Trustee | $103,470 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | -0.47% | 8.91%-9.4pp | 7.32%-7.8pp | 13.24%-13.7pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |