Filed March 19, 1993
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 10-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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $260,782 |
Filed as: ABERDEEN EMERGING MARKETS SMALLER C Service code 28 · EIN 51-0368279 | Investment Management | $133,581 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $116,858 |
NEPC, LLC9+ years Service code 28 · EIN 26-1429809 | Investment Management | $80,051 |
Filed as: LGIMA LONG DURATION Service code 28 · EIN 20-8058531 | Investment Management | $67,517 |
Service code 28 · EIN 39-1101934 | Investment Management | $63,374 |
AON CONSULTING1 year Filed as: AON INVESTMENT Service code 28 · EIN 36-3109431 | Investment Management | $59,124 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 39-1914946 | Bank Trustee | $56,664 |
Service code 28 · EIN 20-0292745 | Investment Management | $43,064 |
COLEMAN & WILLIAMS, LTD.9+ years Service code 10 · EIN 39-1658905 7127 N. GREEN BAY AVE. · MILWAUKEE, WI 53209 | Accounting | $13,785 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 11.82% | 9.09%+2.7pp | 8.46%+3.4pp | 22.81%-11.0pp |
| Employer contribution / active EE | $15,120 | $24,513-38.3% | $25,175-39.9% | $18,290-17.3% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |