Filed November 16, 1992
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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $233,703 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $181,022 |
ASSET STRATEGY CONSULTANTS9 years Filed as: ASSET CONSULTING GROUP LLC Service code 16 · EIN 26-0887580 | Consulting | $120,000 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Re... | $87,000 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $33,023 |
BAKER & HOSTETLER LLP2 years Filed as: BAKER & HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $29,167 |
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.
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 | $33,520-100.0% | $308,621-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 2.1%-2.1pp |
| Annual return | -1.53% | 6.37%-7.9pp | 8.06%-9.6pp | 7.65%-9.2pp |
| Employer contribution / active EE | $0 | $48,945-100.0% | $42,627-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $71-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,774-100.0% | $193-100.0% |