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 |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $313,545 |
CURTIS BLAKELY & CO.3 years Filed as: CURTIS MALLET Service code 27 · EIN 13-2834414 101 PARK AVE · NEW YORK, NY 10178 | Advisory (Plan) | $39,526 |
COHEN & STEERS2 years Service code 27 280 PARK AVE · NEW YORK, NY 10017 | Advisory (Plan) | $31,193 |
PIMCO FUNDS4+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $19,451 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES Service code 27 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $11,477 |
ROBECO INVESTMENT MANAGEMENT4+ years Filed as: ROBECO WPG MID Service code 27 111 SOUTH WACKER DR 34TH FL · CHICAGO, IL 60606 | Advisory (Plan) | $11,449 |
EAGLE SMALL CAP GROWTH4+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $9,921 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS SPECIAL US SCV Service code 27 400 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $9,797 |
INVESCO4+ years Filed as: AIM INTERNATIONAL ADR GROWTH Service code 27 430 W 7TH STREET · KANSAS CITY, KS 64105 | Advisory (Plan) | $8,271 |
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.
Annual investment return 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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -29.49% | 13.30%-42.8pp | 4.36%-33.8pp | -0.69%-28.8pp |
| Employer contribution / active EE | $15,665 | $10,363+51.2% | $27,383-42.8% | $16,786-6.7% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |