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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $300,600 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $144,688 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $134,094 |
ERNST & YOUNG LLP1 year Service code 99 · EIN 34-6565596 | Other Fees | $102,708 |
MORNINGSTAR3 years Service code 99 · EIN 36-3297908 | Other Fees | $20,813 |
NIXON PEABODY LLP4+ years Service code 29 · EIN 16-0764720 | Legal | $11,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,642 | $68,904+21.4% | $83,333+0.4% | $68,904+21.4% |
| Participation rate | 74.3% | 74.1%+0.2pp | 77.8%-3.4pp | 74.1%+0.2pp |
| Annual return | -2.52% | 1.07%-3.6pp | 10.63%-13.2pp | 1.07%-3.6pp |
| Employer contribution / active EE | $2,403 | $2,540-5.4% | $3,379-28.9% | $2,540-5.4% |
| Participant deferral / active EE | $4,688 | $4,015+16.8% | $5,565-15.8% | $4,015+16.8% |
| Admin fee / account holder | $190 | $71+166.9% | $7,510-97.5% | $71+166.9% |