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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-1714114 | Investment Management | $879,575 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE STABLE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $776,274 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $690,617 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 22-2189568 | Investment Management | $620,842 |
Service code 28 · EIN 30-0016268 | Investment Management | $578,119 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $421,060 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 11 · EIN 13-4008324 | Actuarial | $125,000 |
Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $124,456 |
Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 16 · EIN 52-1868818 | Consulting | $93,000 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $31,272 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $171,285 | $89,569+91.2% | $392,568-56.4% | $89,569+91.2% |
| Participation rate | 95.9% | 69.6%+26.3pp | 78.1%+17.8pp | 69.6%+26.3pp |
| Annual return | 24.12% | 34.56%-10.4pp | 24.42%-0.3pp | 34.56%-10.4pp |
| Employer contribution / active EE | $6,561 | $2,584+153.9% | $3,783+73.4% | $2,584+153.9% |
| Participant deferral / active EE | $11,906 | $4,220+182.1% | $5,985+98.9% | $4,220+182.1% |
| Admin fee / account holder | $177 | $72+147.6% | $6,260-97.2% | $72+147.6% |