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 PARTNERS6+ years Filed as: BUCKINGHAM ADVISORS Service code 28 8182 MARYLAND AVE., SUITE 500 · ST. LOUIS, MO 63105 | Investment Management | $88,535 |
AON CONSULTING6+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $48,185 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 39-1939072 | Securities Custodian | $26,754 |
AMERICAN REALTY ADVISORS6+ years Filed as: NORTH AMERICAN MANAGEMENT Service code 27 TEN POST OFFICE SQUARE · BOSTON, MA 02109 | Advisory (Plan) | $23,754 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 5.16% | 13.15%-8.0pp | -2.84%+8.0pp | 11.45%-6.3pp |
| Employer contribution / active EE | $25,338 | $23,714+6.8% | $33,329-24.0% | $17,219+47.2% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |