Filed July 6, 1995
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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT, LLC Service code 16 · EIN 13-2834414 | Consulting | $468,368 |
BUCK GLOBAL, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $259,658 |
Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $144,754 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $136,718 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $118,800 |
Service code 29 · EIN 31-1399107 | Legal | $45,116 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 49 · EIN 06-1050034 | Other Services | $20,674 |
CALVETTI FERGUSON4 years Filed as: CALVETTI FERGUSON, LLC Service code 10 · EIN 13-4255527 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,803-100.0% | $473,625-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.8%-55.8pp |
| Annual return | 0.69% | 17.22%-16.5pp | 20.18%-19.5pp | 24.42%-23.7pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,079-100.0% |