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) | $76,391 |
AON CONSULTING3+ years Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $71,895 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $10,975 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INVESTMENT Service code 28 · EIN 04-6551722 | Investment Management | $10,402 |
ALLSPRING2 years Filed as: ALLSPRING MID CAP VALUE Service code 28 · EIN 94-3382001 | Investment Management | $7,456 |
BLACKROCK2 years Filed as: BLACKROCK MCG Service code 28 · EIN 32-0174431 | Investment Management | $6,526 |
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 | $318,230-100.0% | $306,246-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | 14.15% | 37.66%-23.5pp | 35.14%-21.0pp | 24.42%-10.3pp |
| Employer contribution / active EE | $249,286 | $48,345+415.6% | $46,378+437.5% | $41,338+503.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $69-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,079-100.0% |