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 PARTNERS4+ years Filed as: BUCKINGHAM ADVISORS Service code 28 8182 MARYLAND AVE., SUITE 500 · ST. LOUIS, MO 63105 | Investment Management | $90,294 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $69,140 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 39-1939072 | Securities Custodian | $26,574 |
AMERICAN REALTY ADVISORS4+ years Filed as: NORTH AMERICAN MANAGEMENT Service code 27 TEN POST OFFICE SQUARE · BOSTON, MA 02109 | Advisory (Plan) | $23,767 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.38% | 7.01%-14.4pp | 12.68%-20.1pp | 0.19%-7.6pp |
| Employer contribution / active EE | $0 | $12,638-100.0% | $22,860-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $4,338 | $554+683.6% | $123+3432.1% | $804+439.8% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |