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 |
|---|---|---|
NYHART4+ years Filed as: NYHART ACTUARY AND EMPLOYEE BENEFIT Service code 11 707 LAKE COOK ROAD · DEERFIELD, IL 60015 | Actuarial | $57,475 |
OXFORD FINANCIAL GROUP, LTD4+ years Filed as: OXFORD FINANCIAL GROUP Service code 28 980 N. MICHIGAN AVENUE · CHICAGO, IL 606114521 | Investment Management | $19,959 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $9,480 |
KEYBANK NATIONAL ASSOCIATION4+ years Service code 10 · EIN 34-1784820 | Accounting | $5,416 |
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.
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 | $261,421-100.0% | $248,520-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 35.1%-35.1pp | 47.4%-47.4pp |
| Annual return | -0.73% | 9.46%-10.2pp | 239.57%-240.3pp | 12.16%-12.9pp |
| Employer contribution / active EE | $230,001 | $52,068+341.7% | $43,837+424.7% | $44,746+414.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $39,249-100.0% | $36,083-100.0% | $17,640-100.0% |