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 INC2 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $909,163 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $898,453 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $764,009 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 28 · EIN 94-3250323 | Investment Management | $660,387 |
Service code 28 · EIN 30-0016268 | Investment Management | $595,319 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 22-2189568 | Investment Management | $577,561 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $378,771 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $145,000 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 11 · EIN 13-4008324 | Actuarial | $128,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $122,484 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $198,942 | $106,222+87.3% | $379,746-47.6% | $106,222+87.3% |
| Participation rate | 97.5% | 70.8%+26.7pp | 78.4%+19.1pp | 70.8%+26.7pp |
| Annual return | 15.22% | 21.69%-6.5pp | 34.90%-19.7pp | 21.69%-6.5pp |
| Employer contribution / active EE | $7,236 | $2,723+165.7% | $3,540+104.4% | $2,723+165.7% |
| Participant deferral / active EE | $13,244 | $4,600+187.9% | $6,024+119.8% | $4,600+187.9% |
| Admin fee / account holder | $178 | $78+127.5% | $7,927-97.8% | $78+127.5% |