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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $485,726 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $268,731 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $115,096 |
Filed as: PRICEWATERHOUSECOOPERS, LLC Service code 99 · EIN 13-4008324 | Other Fees | $86,225 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC. Service code 99 · EIN 36-3297908 | Other Fees | $52,031 |
ERNST & YOUNG LLP2 years Service code 99 · EIN 34-6565596 | Other Fees | $15,000 |
NIXON PEABODY LLP5+ years Service code 29 · EIN 16-0764720 | Legal | $6,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,294 | $90,629+2.9% | $91,989+1.4% | $82,204+13.5% |
| Participation rate | 91.2% | 84.5%+6.7pp | 78.6%+12.5pp | 73.4%+17.8pp |
| Annual return | 27.65% | 31.50%-3.8pp | 69.02%-41.4pp | 26.31%+1.3pp |
| Employer contribution / active EE | $2,686 | $3,242-17.2% | $3,452-22.2% | $2,707-0.8% |
| Participant deferral / active EE | $5,340 | $5,951-10.3% | $5,923-9.8% | $4,246+25.8% |
| Admin fee / account holder | $148 | $81+82.3% | $7,743-98.1% | $76+95.4% |