Filed December 14, 1992
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 |
|---|---|---|
JONES DAY1+ years Service code 28 · EIN 34-0319085 | Investment Management | $42,622 |
CAMMACK LARHETTE ADVISORS1+ years Service code 28 · EIN 20-4668732 | Investment Management | $31,584 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $8,383 |
Service code 28 · EIN 68-0373796 | Investment Management | $6,025 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 28 · EIN 91-0189318 | Investment Management | $6,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,438 | $112,772-33.1% | $57,343+31.6% | $59,188+27.5% |
| Participation rate | 99.6% | 71.3%+28.3pp | 75.1%+24.5pp | 69.4%+30.2pp |
| Annual return | 1.00% | 0.85%+0.1pp | 24.39%-23.4pp | 5.51%-4.5pp |
| Employer contribution / active EE | $7,558 | $3,400+122.3% | $2,689+181.1% | $2,098+260.2% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $33 | $144-77.0% | $3,356-99.0% | $92-64.1% |