Filed March 8, 1991
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 |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS Service code 14 · EIN 16-0468020 | Plan Administrator | $168,883 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $78,738 |
PZENA INVESTMENT MANAGEMENT1+ years Service code 51 · EIN 13-3860154 | Investment Mgmt Fees | $37,087 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 51 · EIN 41-1719690 | Investment Mgmt Fees | $28,744 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATION INVESTMENT ADVISORS Service code 16 · EIN 04-3638035 | Consulting | $28,125 |
ERNST & YOUNG LLP1+ years Filed as: ERNST YOUNG Service code 99 · EIN 34-6565596 | Other Fees | $27,500 |
NIXON PEABODY LLP1+ years Service code 51 · EIN 16-0764720 | Investment Mgmt Fees | $23,655 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,319 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSETS MANAGEMENT Service code 51 · EIN 04-3211048 | Investment Mgmt Fees | $20,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,124 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,001 | $68,092+17.5% | $73,307+9.1% | $59,188+35.2% |
| Participation rate | 98.0% | 78.1%+19.9pp | 74.9%+23.1pp | 69.4%+28.5pp |
| Annual return | 139.08% | 5.93%+133.2pp | 5.67%+133.4pp | 5.51%+133.6pp |
| Employer contribution / active EE | $2,574 | $2,018+27.6% | $3,237-20.5% | $2,098+22.7% |
| Participant deferral / active EE | $4,521 | $5,041-10.3% | $4,991-9.4% | $3,265+38.5% |
| Admin fee / account holder | $111 | $630-82.4% | $5,637-98.0% | $92+20.5% |