Filed March 14, 1994 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 27 · EIN 56-0906609 | Advisory (Plan) | $374,953 |
AON CONSULTING3 years Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $150,332 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-3200030 | Investment Management | $44,716 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INVESTMENT Service code 28 · EIN 04-6551722 | Investment Management | $37,559 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR INTERNATIONAL Service code 28 · EIN 84-1596610 | Investment Management | $19,665 |
NEUBERGER BERMAN3 years Service code 28 · EIN 61-1591182 | Investment Management | $17,455 |
INVESCO2 years Filed as: AIM INTERNATIONAL Service code 28 · EIN 98-0557567 | Investment Management | $15,910 |
BAIRD INSURANCE SERVICES INC3 years Filed as: BAIRD ASSET MANAGEMENT Service code 28 · EIN 39-2008435 | Investment Management | $11,605 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 | Investment Management | $10,107 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 8.84% | 9.18%-0.3pp | 380.66%-371.8pp | 9.29%-0.4pp |
| Employer contribution / active EE | $67,065 | $20,046+234.6% | $45,083+48.8% | $15,168+342.2% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |