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 |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $253,452 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $239,586 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Filed as: ROCATION INVESTMENT ADVISORS Service code 16 · EIN 04-3638035 | Consulting | $140,625 |
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 51 · EIN 41-1719690 | Investment Mgmt Fees | $91,319 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSETS MANAGEMENT Service code 51 · EIN 04-3211048 | Investment Mgmt Fees | $51,552 |
PZENA INVESTMENT MANAGEMENT2+ years Service code 51 · EIN 13-3860154 | Investment Mgmt Fees | $48,132 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 51 · EIN 13-3459661 | Investment Mgmt Fees | $46,038 |
MORNINGSTAR1 year Service code 15 · EIN 36-3297908 | Recordkeeping | $41,625 |
XEROX CORPORATION1 year Filed as: XEROX HR SOLUTIONS LLP Service code 14 · EIN 16-0468020 | Plan Administrator | $41,580 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 51 · EIN 23-2817243 | Investment Mgmt Fees | $34,894 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,764 | $65,292+26.8% | $80,975+2.2% | $65,292+26.8% |
| Participation rate | 74.1% | 72.4%+1.7pp | 75.8%-1.7pp | 72.4%+1.7pp |
| Annual return | 4.40% | 11.84%-7.4pp | 17.10%-12.7pp | 11.84%-7.4pp |
| Employer contribution / active EE | $2,845 | $2,302+23.6% | $3,714-23.4% | $2,302+23.6% |
| Participant deferral / active EE | $4,463 | $3,579+24.7% | $5,696-21.7% | $3,579+24.7% |
| Admin fee / account holder | $130 | $57+127.0% | $5,516-97.6% | $57+127.0% |