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 Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $800,632 |
ARROWMARK PARTNERS2 years Service code 28 · EIN 39-2068140 | Investment Management | $797,664 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $219,590 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 26-0676603 | Actuarial | $139,148 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 03-6605558 | Accounting | $62,075 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $11,541 |
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 LLC4+ 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 | $98,316 | $127,796-23.1% | $76,768+28.1% | $73,367+34.0% |
| Participation rate | 85.6% | 88.2%-2.6pp | 77.0%+8.6pp | 69.5%+16.1pp |
| Annual return | -5.88% | -2.31%-3.6pp | 2.43%-8.3pp | 173.45%-179.3pp |
| Employer contribution / active EE | $3,542 | $3,931-9.9% | $2,485+42.5% | $2,499+41.7% |
| Participant deferral / active EE | $5,902 | $6,924-14.8% | $3,852+53.2% | $4,033+46.3% |
| Admin fee / account holder | $122 | $66+83.4% | $6,675-98.2% | $68+78.1% |