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 CO8+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $2,686,502 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $1,250,643 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,074,568 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Investment management fees paid direc... | $749,741 |
SEI INVESTMENTS3 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $555,792 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST CO Service code 28 STRUCTURED PRODUCTS · BOSTON, MA 02206 | Investment Management | $380,860 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $347,109 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 28 200 WOOD AVENUE S. · ISELIN, NJ 08830 | Investment Management | $326,865 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $296,031 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $292,132 |
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 | $320,322 | $185,545+72.6% | $90,749+253.0% | $89,394+258.3% |
| Participation rate | 96.7% | 85.0%+11.7pp | 75.7%+21.0pp | 71.3%+25.4pp |
| Annual return | -15.11% | -13.56%-1.6pp | -12.16%-2.9pp | -11.89%-3.2pp |
| Employer contribution / active EE | $16,223 | $7,210+125.0% | $2,921+455.4% | $3,022+436.9% |
| Participant deferral / active EE | $17,033 | $9,550+78.3% | $4,564+273.2% | $5,123+232.5% |
| Admin fee / account holder | $86 | $100-14.0% | $8,445-99.0% | $79+8.4% |