Filed February 7, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $3,347,480 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P.MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,633,677 |
BLACKROCK10+ years Filed as: BLACKROCK INST TR COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $2,030,058 |
VICTORY8 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $1,728,596 |
ARTISAN PARTNERS10+ years Filed as: ARTISAN PARTNERS LTD. PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $1,195,174 |
DIAMOND HILL8 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $1,061,502 |
HARDING LOEVNER LP8 years Service code 28 · EIN 27-0684167 | Investment Management | $921,793 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $911,746 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $835,532 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $815,518 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,420 | $152,104+72.5% | $184,203+42.5% | $106,382+146.7% |
| Participation rate | 97.0% | 85.9%+11.1pp | 86.8%+10.2pp | 69.9%+27.1pp |
| Annual return | 15.17% | 20.70%-5.5pp | 28.81%-13.6pp | 17.37%-2.2pp |
| Employer contribution / active EE | $8,403 | $5,326+57.8% | $6,427+30.7% | $3,364+149.8% |
| Participant deferral / active EE | $14,680 | $8,559+71.5% | $9,131+60.8% | $5,569+163.6% |
| Admin fee / account holder | $330 | $103+221.9% | $13,901-97.6% | $79+316.8% |