Filed December 18, 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 |
|---|---|---|
Filed as: STATE STREET GLOBAL Service code 49 · EIN 81-4017137 | Other Services | $93,750 |
Filed as: PILLSBURY Service code 29 · EIN 94-1311126 | Legal | $29,862 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 49 · EIN 04-1867445 | Other Services | $24,160 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 49 · EIN 86-1065772 | Other Services | $5,454 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $906,234 | $160,882+463.3% | $200,582+351.8% | $102,872+780.9% |
| Participation rate | 99.3% | 91.2%+8.1pp | 86.9%+12.4pp | 73.0%+26.3pp |
| Annual return | 13.27% | 18.15%-4.9pp | 42.33%-29.1pp | 19.06%-5.8pp |
| Employer contribution / active EE | $8,728 | $5,602+55.8% | $6,419+36.0% | $3,526+147.5% |
| Participant deferral / active EE | $23,707 | $9,300+154.9% | $9,331+154.1% | $5,535+328.3% |
| Admin fee / account holder | $64 | $125-48.9% | $16,305-99.6% | $292-78.2% |