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 |
|---|---|---|
ARROWMARK PARTNERS3 years Service code 28 · EIN 39-2068140 | Investment Management | $1,003,238 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $804,197 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $207,707 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 26-0676603 | Actuarial | $142,408 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 03-6605558 | Accounting | $62,815 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $38,348 |
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 LLC5+ 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 | $115,860 | $143,368-19.2% | $87,100+33.0% | $89,569+29.4% |
| Participation rate | 87.3% | 88.2%-0.9pp | 76.9%+10.5pp | 69.6%+17.8pp |
| Annual return | 24.26% | 28.55%-4.3pp | 28.19%-3.9pp | 34.56%-10.3pp |
| Employer contribution / active EE | $3,242 | $4,012-19.2% | $2,521+28.6% | $2,584+25.4% |
| Participant deferral / active EE | $6,242 | $7,129-12.4% | $4,049+54.2% | $4,220+47.9% |
| Admin fee / account holder | $130 | $61+112.9% | $7,497-98.3% | $72+80.8% |