Filed September 4, 1992 (most recent of 2 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 8-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 |
|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS1+ years Filed as: BUCKINGHAM ADVISORS Service code 28 8182 MARYLAND AVE., SUITE 500 · ST. LOUIS, MO 63105 | Investment Management | $72,236 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $69,462 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 39-1939072 | Securities Custodian | $24,160 |
AMERICAN REALTY ADVISORS1+ years Filed as: NORTH AMERICAN MANAGEMENT Service code 28 TEN POST OFFICE SQUARE · BOSTON, MA 02109 | Investment Management | $23,853 |
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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -0.99% | -0.43%-0.6pp | -3.43%+2.4pp | -0.60%-0.4pp |
| Employer contribution / active EE | $5,892 | $10,132-41.8% | $25,607-77.0% | $12,272-52.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |