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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $542,601 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 16 · EIN 36-1561860 | Consulting | $293,828 |
Service code 10 · EIN 13-4008324 | Accounting | $185,668 |
Filed as: ROCATON INVEST ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $59,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,728 | $103,430-1.6% | $100,516+1.2% | $93,223+9.1% |
| Participation rate | 97.6% | 84.3%+13.3pp | 79.4%+18.2pp | 74.9%+22.7pp |
| Annual return | 20.96% | 24.60%-3.6pp | 30.89%-9.9pp | 19.29%+1.7pp |
| Employer contribution / active EE | $3,203 | $3,129+2.4% | $3,418-6.3% | $2,680+19.5% |
| Participant deferral / active EE | $6,361 | $6,375-0.2% | $6,270+1.5% | $4,563+39.4% |
| Admin fee / account holder | $123 | $85+45.3% | $8,081-98.5% | $79+55.2% |