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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $516,867 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 16 · EIN 36-1561860 | Consulting | $259,768 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $91,740 |
Filed as: ROCATON INVEST ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $89,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,342 | $112,156-7.0% | $108,410-3.8% | $101,517+2.8% |
| Participation rate | 87.5% | 83.2%+4.2pp | 80.1%+7.3pp | 74.6%+12.9pp |
| Annual return | 15.51% | 15.85%-0.3pp | 905.27%-889.8pp | 21.00%-5.5pp |
| Employer contribution / active EE | $2,687 | $3,067-12.4% | $3,558-24.5% | $2,973-9.6% |
| Participant deferral / active EE | $5,767 | $6,696-13.9% | $6,563-12.1% | $4,873+18.3% |
| Admin fee / account holder | $105 | $75+40.7% | $7,295-98.6% | $139-24.7% |