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 CONSULTING5 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $497,825 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY & LARDER Service code 29 · EIN 39-0473800 | Legal | $118,320 |
MARQUETTE ASSOCIATES9+ years Service code 28 · EIN 36-3485298 | Investment Management | $100,500 |
LEGAL & GENERAL INVESTMENT9+ years Filed as: LEGAL & GENERAL INVT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $89,916 |
A.O. SMITH CORPORATION9+ years Service code 14 · EIN 39-0619790 | Plan Administrator | $88,013 |
US BANK5 years Service code 24 · EIN 31-0841368 | Discretionary Trustee | $40,469 |
NISA INVESTMENT ADVISORS, LLC9+ years Service code 28 · EIN 48-1140940 | Investment Management | $39,674 |
NAVIANTGROUP, LLC9+ years Service code 13 · EIN 20-5976835 | Contract Administrator | $34,631 |
ADP BROKER-DEALER9+ years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $19,893 |
BURTON & MAYER INC.5 years Filed as: BURTON & MAYER Service code 36 · EIN 39-0192018 | Copying and duplicating | $8,975 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $151,373-100.0% | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | - |
| Annual return | 5.36% | 94.64%-89.3pp | 7.70%-2.3pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $28,478-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $49-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $51,246-100.0% | - |