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 DAY4+ years Service code 28 · EIN 34-0319085 | Investment Management | $48,276 |
CAMMACK LARHETTE ADVISORS4+ years Service code 28 · EIN 20-4668732 | Investment Management | $22,515 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $13,100 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $6,593 |
Service code 28 · EIN 68-0373796 | Investment Management | $6,550 |
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 | $90,829 | $87,173+4.2% | $59,878+51.7% | $75,289+20.6% |
| Participation rate | 98.7% | 74.5%+24.2pp | 74.7%+24.0pp | 72.4%+26.3pp |
| Annual return | -4.45% | -2.14%-2.3pp | 3.46%-7.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $8,169 | $3,473+135.2% | $2,722+200.1% | $2,405+239.7% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,402-100.0% | $3,739-100.0% |
| Admin fee / account holder | $32 | $75-57.1% | $3,590-99.1% | $102-68.6% |