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 DAY6+ years Service code 29 · EIN 34-0319085 | Legal | $61,454 |
CAMMACK LARHETTE ADVISORS6+ years Service code 28 · EIN 13-3052851 | Investment Management | $44,176 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $15,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,846 | $105,581+16.4% | $70,449+74.4% | $90,288+36.1% |
| Participation rate | 96.8% | 77.5%+19.2pp | 75.1%+21.7pp | 73.4%+23.4pp |
| Annual return | 13.32% | 14.78%-1.5pp | 109.03%-95.7pp | 53.97%-40.7pp |
| Employer contribution / active EE | $8,188 | $3,304+147.8% | $2,737+199.2% | $2,524+224.4% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $42 | $68-37.5% | $3,845-98.9% | $114-63.0% |