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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 13 · EIN 36-2235791 | Contract Administrator | $723,592 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $151,575 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 26-0676603 | Actuarial | $78,750 |
NEPC, LLC1+ years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $78,283 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 03-6605558 | Accounting | $58,180 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT INV Service code 27 · EIN 13-3200244 | Advisory (Plan) | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 52 | Indirect Investment Fees | $0 |
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 | $80,665 | $111,064-27.4% | $67,652+19.2% | $69,651+15.8% |
| Participation rate | 80.2% | 86.0%-5.8pp | 75.7%+4.6pp | 66.6%+13.7pp |
| Annual return | 1.72% | 2.77%-1.0pp | 6625.04%-6623.3pp | 53.77%-52.0pp |
| Employer contribution / active EE | $2,456 | $3,328-26.2% | $2,266+8.4% | $2,241+9.6% |
| Participant deferral / active EE | $4,564 | $6,396-28.6% | $3,560+28.2% | $3,635+25.6% |
| Admin fee / account holder | $69 | $72-3.8% | $4,821-98.6% | $63+9.4% |