Filed July 27, 2011 (most recent of 5 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 |
|---|---|---|
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $3,475,117 |
FID INV INST OPS CO10+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $2,791,880 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $1,441,280 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $818,831 |
SEI INVESTMENTS5 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $474,587 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 04-1867445 | Investment Management | $179,777 |
NORTHERN TRUST COMPANY9 years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Investment management fees paid direc... | $94,083 |
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 | $385,577 | $244,991+57.4% | $106,213+263.0% | $106,382+262.4% |
| Participation rate | 99.7% | 88.4%+11.3pp | 75.3%+24.4pp | 69.9%+29.8pp |
| Annual return | 18.45% | 13.48%+5.0pp | 116.14%-97.7pp | 17.37%+1.1pp |
| Employer contribution / active EE | $18,743 | $8,816+112.6% | $3,171+491.0% | $3,364+457.2% |
| Participant deferral / active EE | $20,145 | $11,442+76.1% | $5,016+301.6% | $5,569+261.8% |
| Admin fee / account holder | $165 | $88+87.8% | $11,033-98.5% | $79+108.5% |