Filed February 28, 1996 (most recent of 3 filings on file)
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 |
|---|---|---|
NUVEEN10+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 28 · EIN 47-0875103 | Investment Management | $125,957 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 11 · EIN 82-3719843 | Actuarial | $60,015 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $58,599 |
MILLER KAPLAN ARASE LLP9 years Service code 10 · EIN 95-2036255 | Accounting | $13,650 |
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 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 8.96% | 7.25%+1.7pp | 5.16%+3.8pp | 8.21%+0.7pp |
| Employer contribution / active EE | $26,376 | $13,308+98.2% | $26,442-0.3% | $13,842+90.6% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |