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 |
|---|---|---|
NYHART5+ years Filed as: NYHART ACTUARY AND EMPLOYEE BENEFIT Service code 11 707 LAKE COOK ROAD · DEERFIELD, IL 60015 | Actuarial | $45,723 |
OXFORD FINANCIAL GROUP, LTD5+ years Filed as: OXFORD FINANCIAL GROUP Service code 28 980 N. MICHIGAN AVENUE · CHICAGO, IL 606114521 | Investment Management | $19,868 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $11,820 |
KEYBANK NATIONAL ASSOCIATION5+ years Service code 10 · EIN 34-1784820 | Accounting | $5,554 |
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 | $312,618-100.0% | $312,618-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | 3.92% | 9.70%-5.8pp | 10.03%-6.1pp | 259.13%-255.2pp |
| Employer contribution / active EE | $0 | $45,469-100.0% | $38,789-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,546-100.0% |