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 |
|---|---|---|
COLUMBIA2 years Filed as: COLUMBIA CONTRARIAN CORE INSTL Service code 28 · EIN 94-1687665 245 SUMMER STREET · BOSTON, MA 02210 | Investment Management | $90,872 |
SGA INTERNATIONAL2 years Service code 28 100 BAYVIEW CIRCLE · NEWPORT BEACH, CA 92660 | Investment Management | $22,906 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $22,272 |
Filed as: BAIRD Service code 28 615 E. MICHIGAN ST., THIRD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $18,639 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 28 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Investment Management | $17,916 |
Filed as: GRANITE Service code 28 595 MARKET STREET, SUITE 2560 · SAN FRANCISCO, CA 94105 | Investment Management | $16,423 |
Filed as: CHARTWELL Service code 28 1205 WESTLAKES DR STE 100 · BERWYN, PA 19312 | Investment Management | $16,314 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $15,755 |
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.
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 | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 15.06% | 24.77%-9.7pp | -2.84%+17.9pp | 12.86%+2.2pp |
| Employer contribution / active EE | $6,039 | $13,270-54.5% | $33,329-81.9% | $13,687-55.9% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |