Filed September 16, 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $882,698 |
ARROWMARK PARTNERS8 years Service code 28 · EIN 39-2068140 | Investment Management | $759,935 |
STATE STREET GLOBAL ADVISORS4 years Service code 19 · EIN 81-4017137 | Securities Custodian | $65,565 |
NORTHERN TRUST COMPANY8 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $15,616 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,340 | $159,391+10.6% | $102,423+72.2% | $99,062+78.0% |
| Participation rate | 96.0% | 88.6%+7.5pp | 76.5%+19.5pp | 71.6%+24.4pp |
| Annual return | 17.99% | 19.03%-1.0pp | 29.32%-11.3pp | 17.66%+0.3pp |
| Employer contribution / active EE | $5,400 | $4,207+28.3% | $3,023+78.6% | $3,262+65.5% |
| Participant deferral / active EE | $10,555 | $7,498+40.8% | $5,053+108.9% | $5,331+98.0% |
| Admin fee / account holder | $96 | $159-39.7% | $9,451-99.0% | $109-12.0% |