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 |
|---|---|---|
BLACKROCK4 years Service code 21 · EIN 94-3112180 | Bank Trustee | $950,149 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE ASSET MGMT INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $944,185 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 28 · EIN 94-3250323 | Investment Management | $942,579 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $858,587 |
Service code 28 · EIN 30-0016268 | Investment Management | $648,369 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $648,040 |
NORTHERN TRUST COMPANY8+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $442,684 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $145,000 |
Filed as: STATE STREET GLOBAL ADVISORS TR CO. Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $134,216 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 11 · EIN 13-4008324 | Actuarial | $125,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,530 | $89,394+99.7% | $115,756+54.2% | $89,394+99.7% |
| Participation rate | 96.7% | 71.3%+25.4pp | 77.1%+19.6pp | 71.3%+25.4pp |
| Annual return | -17.04% | -11.89%-5.2pp | 143.14%-160.2pp | -11.89%-5.2pp |
| Employer contribution / active EE | $7,549 | $3,022+149.8% | $3,793+99.0% | $3,022+149.8% |
| Participant deferral / active EE | $14,292 | $5,123+179.0% | $6,254+128.5% | $5,123+179.0% |
| Admin fee / account holder | $202 | $79+155.0% | $8,124-97.5% | $79+155.0% |