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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $240,049 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $205,520 |
PZENA INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 13-3860154 | Investment Management | $134,545 |
ROCATON INVESTMENT ADVISORS, LLC3+ years Filed as: ROCATION INVESTMENT ADVISORS Service code 16 · EIN 04-3638035 | Consulting | $114,605 |
WINSLOW CAPITAL MANAGEMENT3+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 51 · EIN 41-1719690 | Investment Mgmt Fees | $64,797 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSETS MANAGEMENT Service code 51 · EIN 04-3211048 | Investment Mgmt Fees | $64,665 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 51 · EIN 13-3459661 | Investment Mgmt Fees | $45,974 |
MORNINGSTAR1 year Filed as: MORNINGSTAR, INC. Service code 15 · EIN 36-3297908 | Recordkeeping | $41,625 |
Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $37,775 |
Filed as: STACK CONSULTING GROUP, LLC Service code 16 · EIN 81-2983623 | Consulting | $25,625 |
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 | $91,709 | $80,360+14.1% | $90,160+1.7% | $77,958+17.6% |
| Participation rate | 97.2% | 81.9%+15.2pp | 76.9%+20.3pp | 71.6%+25.5pp |
| Annual return | 16.34% | 24.56%-8.2pp | 34.88%-18.5pp | 20.87%-4.5pp |
| Employer contribution / active EE | $3,606 | $2,326+55.1% | $3,318+8.7% | $2,310+56.1% |
| Participant deferral / active EE | $5,742 | $5,829-1.5% | $5,288+8.6% | $3,537+62.4% |
| Admin fee / account holder | $153 | $64+139.9% | $5,943-97.4% | $97+57.1% |