Filed September 24, 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 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 |
|---|---|---|
SEQUOIA FINACIAL GROUP, LLC3 years Service code 28 · EIN 34-1913858 3500 EMBASSY PKWY · AKRON, OH 44333 | Investment Management | $141,668 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $85,910 |
SLC MANAGEMENT5 years Filed as: SUN LIFE INVESTMENT MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $78,201 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $46,851 |
PENSION BENEFIT INFORMATION2 years Service code 50 · EIN 94-2856521 | Direct Payment | $14,810 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 5.40% | 8.76%-3.4pp | 3.48%+1.9pp | 8.76%-3.4pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $31,972-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $83-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |