Filed December 23, 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 |
|---|---|---|
COLUMBIA6 years Filed as: COLUMBIA CONTRARIAN CORE INSTL Service code 28 245 SUMMER STREET, FLOOR 3 · BOSTON, MA 02210 | Investment Management | $102,541 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $29,162 |
Filed as: CHARTWELL Service code 28 1205 WESTLAKES DR STE 100 · BERWYN, PA 19312 | Investment Management | $20,279 |
Filed as: GRANITE Service code 28 595 MARKET STREET, SUITE 2560 · SAN FRANCISCO, CA 94105 | Investment Management | $19,887 |
ALLSPRING3 years Service code 28 525 MARKET STREET, 12TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $17,313 |
BAIRD INSURANCE SERVICES INC5 years Filed as: BAIRD Service code 28 615 E. MICHIGAN ST., THIRD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $15,493 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $11,454 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 7.13% | 10.00%-2.9pp | 5.17%+2.0pp | 9.30%-2.2pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $26,422-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |