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 |
|---|---|---|
NYHART9+ years Filed as: NYHART ACTUARY AND EMPLOYEE BENEFIT Service code 11 707 LAKE COOK ROAD · DEERFIELD, IL 60015 | Actuarial | $65,185 |
OXFORD FINANCIAL GROUP, LTD9+ years Filed as: OXFORD FINANCIAL GROUP Service code 28 980 N. MICHIGAN AVENUE · CHICAGO, IL 606114521 | Investment Management | $14,453 |
RSM US LLP9+ years Service code 10 · EIN 42-0714325 | Accounting | $11,198 |
KEYBANK NATIONAL ASSOCIATION9+ years Service code 10 · EIN 34-1784820 | Accounting | $5,689 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,422-100.0% | $468,422-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 44.0%-44.0pp |
| Annual return | 7.02% | 6.30%+0.7pp | 6.74%+0.3pp | 13.05%-6.0pp |
| Employer contribution / active EE | $0 | $48,167-100.0% | $43,780-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $30,864-100.0% |