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 LLC4 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $793,515 |
ARROWMARK PARTNERS4 years Service code 28 · EIN 39-2068140 | Investment Management | $734,480 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $210,297 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 26-0676603 | Actuarial | $143,752 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 03-6605558 | Accounting | $65,490 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $34,278 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $25,880 |
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 LLC6+ 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 | $142,238 | $164,350-13.5% | $95,952+48.2% | $106,222+33.9% |
| Participation rate | 89.3% | 90.5%-1.2pp | 77.1%+12.2pp | 70.8%+18.5pp |
| Annual return | 22.06% | 14.56%+7.5pp | 91.61%-69.6pp | 21.69%+0.4pp |
| Employer contribution / active EE | $3,503 | $4,292-18.4% | $2,541+37.8% | $2,723+28.6% |
| Participant deferral / active EE | $6,638 | $7,854-15.5% | $4,167+59.3% | $4,600+44.3% |
| Admin fee / account holder | $118 | $65+80.0% | $6,795-98.3% | $78+50.3% |