Filed April 30, 1993
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 |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 1120 20TH STREET NW · WASHINGTON, DC 20036 | Actuarial | $340,343 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $126,463 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 26 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Participants) | $70,000 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LGIM AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $65,852 |
US BANK2 years Service code 21 · EIN 31-0841368 | Bank Trustee | $25,162 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC. Service code 72 | Other investment fees and expenses | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 12.79% | 10.30%+2.5pp | 7.70%+5.1pp | 9.11%+3.7pp |
| Employer contribution / active EE | $6,601 | $9,006-26.7% | $28,478-76.8% | $12,231-46.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |