Filed November 9, 2000 (most recent of 5 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 15 · EIN 04-3532603 | Recordkeeping | $433,129 |
MERCER4 years Service code 28 · EIN 61-0736136 | Investment Management | $119,459 |
AON CONSULTING10+ years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $50,409 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $30,500 |
BALLARD SPAHR LLP10+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $19,170 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $16,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,752 | $96,807+67.1% | $164,813-1.9% | $106,382+52.0% |
| Participation rate | 74.0% | 79.1%-5.1pp | 78.6%-4.6pp | 69.9%+4.2pp |
| Annual return | 13.17% | 17.39%-4.2pp | 69.93%-56.8pp | 17.37%-4.2pp |
| Employer contribution / active EE | $2,377 | $2,888-17.7% | $4,341-45.2% | $3,364-29.3% |
| Participant deferral / active EE | $6,217 | $5,055+23.0% | $6,031+3.1% | $5,569+11.7% |
| Admin fee / account holder | $86 | $66+30.8% | $12,690-99.3% | $79+8.5% |