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 4-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) | $71,468 |
AON CONSULTING1+ years Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $65,358 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $8,732 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INVESTMENT Service code 28 · EIN 04-6551722 | Investment Management | $8,683 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INTERNATIONAL Service code 28 · EIN 84-1596610 | Investment Management | $5,318 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $377,855-100.0% | $375,279-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | 0.00% | 9.94%-9.9pp | 9.78%-9.8pp | 9.30%-9.3pp |
| Employer contribution / active EE | $67,200 | $49,417+36.0% | $46,882+43.3% | $43,742+53.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |