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 |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $105,022 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 27 · EIN 56-0906609 | Advisory (Plan) | $87,040 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $12,692 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS INVESTMENT Service code 28 · EIN 04-6551722 | Investment Management | $12,137 |
ALLSPRING3 years Filed as: ALLSPRING MID CAP VALUE Service code 28 · EIN 94-3382001 | Investment Management | $8,364 |
BLACKROCK3 years Filed as: BLACKROCK MCG Service code 28 · EIN 32-0174431 | Investment Management | $7,671 |
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 | $315,650-100.0% | $308,621-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 62.7%-62.7pp | 57.2%-57.2pp | 44.0%-44.0pp |
| Annual return | 11.07% | 8.12%+3.0pp | 8.06%+3.0pp | 13.05%-2.0pp |
| Employer contribution / active EE | $262,857 | $44,127+495.7% | $42,627+516.6% | $37,639+598.4% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |