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.
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| Provider | Service type | Compensation |
|---|---|---|
WEALTHSTONE FAMILY OFFICE LLC2 years Service code 28 · EIN 31-1059983 | Investment Management | $168,406 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $66,629 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $55,435 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $36,522 |
SLC MANAGEMENT1 year Filed as: SUN LIFE INVESTMENT MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $35,066 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN LABS ASSET MANAGEMENT INC Service code 28 · EIN 47-3503928 | Investment Management | $33,999 |
See 1 actuary disclosure with Solo.
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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 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 8.64% | 7.54%+1.1pp | 21681.50%-21672.9pp | 11.45%-2.8pp |
| Employer contribution / active EE | $9,218 | $16,158-43.0% | $87,430-89.5% | $17,219-46.5% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |