Filed December 28, 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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $165,764 |
EATON VANCE1+ years Filed as: EATON VANCE LARGE CAP Service code 27 400 COMPUTER DR · WESTBOROUGH, MA 01581 | Advisory (Plan) | $37,172 |
PIMCO FUNDS1+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $21,048 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO WPG MID Service code 27 111 SOUTH WACKER DR 34TH FL · CHICAGO, IL 60606 | Advisory (Plan) | $13,702 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 27 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $13,626 |
EAGLE SMALL CAP GROWTH1+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $11,646 |
CAMBIAR INVESTORS LLC1+ years Service code 27 2401 E SECOND AVE · DENVER, CO 80206 | Advisory (Plan) | $11,566 |
INVESCO1+ years Filed as: AIM INTERNATIONAL ADR GROWTH Service code 27 430 W 7TH STREET · KANSAS CITY, MO 64105 | Advisory (Plan) | $9,137 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -1.93% | 2.41%-4.3pp | -2.90%+1.0pp | -0.60%-1.3pp |
| Employer contribution / active EE | $3,871 | $14,069-72.5% | $27,990-86.2% | $12,272-68.5% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |