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 CONSULTING4 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $1,890,056 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL & GENERAL INVT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $524,143 |
NISA INVESTMENT ADVISORS, LLC8+ years Service code 28 · EIN 48-1140940 | Investment Management | $219,305 |
A.O. SMITH CORPORATION8+ years Service code 14 · EIN 39-0619790 | Plan Administrator | $141,133 |
MARQUETTE ASSOCIATES8+ years Service code 28 · EIN 36-3485298 | Investment Management | $115,000 |
US BANK4 years Service code 24 · EIN 31-0841368 | Discretionary Trustee | $97,260 |
NAVIANTGROUP, LLC8+ years Service code 13 · EIN 20-5976835 | Contract Administrator | $32,998 |
REILLY, PENNER & BENTON LLP7 years Filed as: REILLY, PENNER & BENTON, LLP Service code 10 · EIN 39-0747409 | Accounting | $21,900 |
ADP BROKER-DEALER8+ years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $19,368 |
BURTON & MAYER INC.4 years Filed as: BURTON & MAYER Service code 36 · EIN 39-0192018 | Copying and duplicating | $7,361 |
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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -11.78% | -3.51%-8.3pp | -5.16%-6.6pp | -5.25%-6.5pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |