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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $20,528 |
JONES DAY2+ years Service code 29 · EIN 34-0319085 | Legal | $14,310 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $6,900 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $5,345 |
Filed as: VALIC Service code 50 · EIN 74-1625348 | Direct Payment | $862 |
Filed as: FIDELITY INV INS OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
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 | $79,405 | $85,199-6.8% | $57,179+38.9% | $63,975+24.1% |
| Participation rate | 91.8% | 74.0%+17.8pp | 75.3%+16.5pp | 71.1%+20.7pp |
| Annual return | 9.18% | 10.43%-1.2pp | 14.59%-5.4pp | 48.65%-39.5pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,229 | $3,109+68.2% | $3,096+68.9% | $3,356+55.8% |
| Admin fee / account holder | $15 | $39-61.1% | $3,139-99.5% | $70-78.7% |