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 |
|---|---|---|
FID INV INST OPS CO6+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $2,183,983 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $1,418,846 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,286,713 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Investment management; Investment man... | $843,447 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $613,262 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST CO Service code 28 STRUCTURED PRODUCTS · BOSTON, MA 02206 | Investment Management | $453,576 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 28 200 WOOD AVENUE S. · ISELIN, NJ 08830 | Investment Management | $386,914 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $306,171 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $305,549 |
Filed as: AMERICAN GENERAL LIFE INS CO Service code 28 50 DANBURY ROAD · WILTON, CT 06897 | Investment Management | $303,053 |
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 | $345,442 | $430,560-19.8% | $98,907+249.3% | $106,222+225.2% |
| Participation rate | 99.6% | 86.2%+13.5pp | 76.0%+23.6pp | 70.8%+28.8pp |
| Annual return | 17.76% | 17.89%-0.1pp | 196.43%-178.7pp | 21.69%-3.9pp |
| Employer contribution / active EE | $15,830 | $6,804+132.7% | $2,689+488.7% | $2,723+481.3% |
| Participant deferral / active EE | $15,923 | $9,623+65.5% | $4,244+275.2% | $4,600+246.2% |
| Admin fee / account holder | $79 | $220-64.0% | $6,642-98.8% | $78+1.1% |