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) | $76,623 |
AON CONSULTING2+ years Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $72,472 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INVESTMENT Service code 28 · EIN 04-6551722 | Investment Management | $11,096 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $9,754 |
ALLSPRING1 year Filed as: ALLSPRING MID CAP VALUE Service code 28 · EIN 94-3382001 | Investment Management | $8,112 |
BLACKROCK1 year Filed as: BLACKROCK MCG Service code 28 · EIN 32-0174431 | Investment Management | $5,477 |
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.
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 | $266,915-100.0% | $319,010-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.4%-44.4pp |
| Annual return | -17.15% | 12.39%-29.5pp | 10.22%-27.4pp | -14.65%-2.5pp |
| Employer contribution / active EE | $140,000 | $53,680+160.8% | $51,215+173.4% | $46,320+202.2% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,631-100.0% |