Filed December 29, 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 |
|---|---|---|
FINANCIAL ENGINES5 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 28 · EIN 94-3250323 | Investment Management | $1,204,369 |
BLACKROCK6 years Service code 21 · EIN 94-3112180 | Bank Trustee | $1,133,988 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $1,074,012 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE ASSET MGMT INC Service code 28 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $972,431 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $937,654 |
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $868,949 |
Service code 28 · EIN 30-0016268 | Investment Management | $808,409 |
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $428,834 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $158,677 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $145,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,941 | $106,382+128.4% | $136,007+78.6% | $106,382+128.4% |
| Participation rate | 97.2% | 69.9%+27.3pp | 76.5%+20.8pp | 69.9%+27.3pp |
| Annual return | 15.77% | 17.37%-1.6pp | 579.32%-563.5pp | 17.37%-1.6pp |
| Employer contribution / active EE | $8,553 | $3,364+154.3% | $4,217+102.8% | $3,364+154.3% |
| Participant deferral / active EE | $16,146 | $5,569+189.9% | $7,025+129.8% | $5,569+189.9% |
| Admin fee / account holder | $358 | $79+351.4% | $6,858-94.8% | $79+351.4% |