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 3-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 | $121,392 |
A.O. SMITH CORPORATION2 years Service code 14 · EIN 39-0619790 | Plan Administrator | $82,121 |
NAVIANTGROUP, LLC1 year Service code 13 · EIN 20-5976835 | Contract Administrator | $43,281 |
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT U.S. Service code 28 · EIN 68-0635051 | Investment Management | $36,398 |
MARQUETTE ASSOCIATES3+ years Service code 28 · EIN 36-3485298 | Investment Management | $35,000 |
Service code 10 · EIN 39-0747409 | Accounting | $27,500 |
NVNG INVESTMENT ADVISORS2 years Service code 28 · EIN 85-1087620 | Investment Management | $10,000 |
ADP BROKER-DEALER2 years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $9,266 |
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.
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -6.97% | 7.96%-14.9pp | 5.17%-12.1pp | 8.76%-15.7pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,422-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |