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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $423,431 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $388,821 |
ARROWMARK PARTNERS1 year Service code 28 100 FILLMORE STREET · DENVER, CO 80206 | Investment Management | $181,706 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $136,922 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 26-0676603 | Actuarial | $136,080 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $76,603 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 03-6605558 | Accounting | $61,155 |
Service code 29 · EIN 94-1311126 | Legal | $38,499 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT INV Service code 27 · EIN 13-3200244 | Advisory (Plan) | $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 | $107,456 | $136,209-21.1% | $82,313+30.5% | $80,976+32.7% |
| Participation rate | 84.1% | 88.0%-3.9pp | 76.9%+7.2pp | 68.3%+15.8pp |
| Annual return | 21.40% | 21.54%-0.1pp | 25.88%-4.5pp | 22.91%-1.5pp |
| Employer contribution / active EE | $2,875 | $3,633-20.9% | $2,428+18.4% | $2,402+19.7% |
| Participant deferral / active EE | $5,396 | $6,693-19.4% | $3,706+45.6% | $3,848+40.2% |
| Admin fee / account holder | $88 | $62+41.5% | $5,608-98.4% | $67+30.4% |