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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310844 | Pension Consulting | $231,784 |
NORTHERN TRUST COMPANY2+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $84,761 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS, INC. Service code 51 · EIN 13-3451974 | Investment Mgmt Fees | $78,084 |
Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $39,224 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $38,610 |
ADVISORY RESEARCH2+ years Filed as: ADVISORY RESEARCH INC Service code 51 · EIN 36-2831881 | Investment Mgmt Fees | $35,096 |
APEX CAPITAL MANAGEMENT2+ years Service code 51 · EIN 31-1198068 | Investment Mgmt Fees | $24,451 |
Service code 51 · EIN 43-1696112 | Investment Mgmt Fees | $12,065 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC Service code 51 · EIN 13-2726734 | Investment Mgmt Fees | $8,637 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 3.60% | 7.66%-4.1pp | 2.08%+1.5pp | 9.19%-5.6pp |
| Employer contribution / active EE | $4,999 | $9,651-48.2% | $47,324-89.4% | $12,608-60.4% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |