Filed January 27, 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 |
|---|---|---|
NYHART3+ years Filed as: NYHART ACTUARY AND EMPLOYEE BENEFIT Service code 11 707 LAKE COOK ROAD · DEERFIELD, IL 60015 | Actuarial | $30,710 |
OXFORD FINANCIAL GROUP, LTD3+ years Filed as: OXFORD FINANCIAL GROUP Service code 28 980 N. MICHIGAN AVENUE · CHICAGO, IL 606114521 | Investment Management | $15,507 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $14,740 |
KEYBANK NATIONAL ASSOCIATION3+ years Service code 10 · EIN 34-1784820 | Accounting | $5,519 |
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.
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 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | 4.29% | -4.13%+8.4pp | -2.99%+7.3pp | -82.66%+87.0pp |
| Employer contribution / active EE | $203,857 | $49,596+311.0% | $41,623+389.8% | $43,769+365.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |