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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $240,488 |
EATON VANCE2+ years Filed as: EATON VANCE LARGE CAP Service code 27 400 COMPUTER DR · WESTBOROUGH, MA 01581 | Advisory (Plan) | $35,751 |
PIMCO FUNDS2+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $26,012 |
CURTIS BLAKELY & CO.1 year Filed as: CURTIS MALLET Service code 27 · EIN 13-2834414 101 PARK AVE · NEW YORK, NY 10178 | Advisory (Plan) | $21,913 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO WPG MID Service code 27 111 SOUTH WACKER DR 34TH FL · CHICAGO, IL 60606 | Advisory (Plan) | $13,124 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 27 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $13,029 |
CAMBIAR INVESTORS LLC2+ years Service code 27 2401 E SECOND AVE · DENVER, CO 80206 | Advisory (Plan) | $11,029 |
EAGLE SMALL CAP GROWTH2+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $10,928 |
INVESCO2+ years Filed as: AIM INTERNATIONAL ADR GROWTH Service code 27 430 W 7TH STREET · KANSAS CITY, MO 64105 | Advisory (Plan) | $8,907 |
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 6.45% | 7.64%-1.2pp | 7.98%-1.5pp | 11.88%-5.4pp |
| Employer contribution / active EE | $1,773 | $10,406-83.0% | $23,724-92.5% | $14,612-87.9% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |