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 LLC6 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $804,559 |
ARROWMARK PARTNERS6 years Service code 28 · EIN 39-2068140 | Investment Management | $554,453 |
STATE STREET GLOBAL ADVISORS2 years Service code 19 · EIN 81-4017137 | Securities Custodian | $45,189 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $19,082 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $14,346 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT INV Service code 24 · EIN 13-3200244 | Discretionary Trustee | $0 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,742 | $138,331-12.0% | $86,677+40.5% | $89,394+36.2% |
| Participation rate | 89.7% | 88.9%+0.8pp | 76.6%+13.1pp | 71.3%+18.4pp |
| Annual return | -18.70% | -11.72%-7.0pp | 35.91%-54.6pp | -11.89%-6.8pp |
| Employer contribution / active EE | $4,081 | $4,812-15.2% | $2,836+43.9% | $3,022+35.1% |
| Participant deferral / active EE | $8,138 | $8,027+1.4% | $4,656+74.8% | $5,123+58.9% |
| Admin fee / account holder | $77 | $64+20.0% | $7,493-99.0% | $79-3.1% |