Filed December 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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 28 · EIN 23-2811930 | Investment Management | $189,834 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 11 · EIN 36-2235791 | Actuarial | $159,881 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $119,462 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT Service code 28 734 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Investment Management | $59,052 |
MCGUIRE WOODS3 years Service code 29 · EIN 54-0505857 | Legal | $7,984 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $4,184 |
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.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -8.75% | -2.48%-6.3pp | -102.03%+93.3pp | 0.19%-8.9pp |
| Employer contribution / active EE | $24,164 | $7,648+216.0% | $36,229-33.3% | $13,763+75.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |