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 28 · EIN 04-3532603 | Investment Management | $592,097 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $169,727 |
MERCER2 years Service code 16 · EIN 61-0736136 | Consulting | $144,105 |
AON CONSULTING8+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $67,392 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $44,000 |
BALLARD SPAHR LLP8+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $12,316 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,875 | $80,242+53.1% | $119,609+2.7% | $89,394+37.5% |
| Participation rate | 73.5% | 78.3%-4.8pp | 79.3%-5.8pp | 71.3%+2.2pp |
| Annual return | -16.88% | -12.97%-3.9pp | -14.97%-1.9pp | -11.89%-5.0pp |
| Employer contribution / active EE | $2,113 | $2,684-21.3% | $4,232-50.1% | $3,022-30.1% |
| Participant deferral / active EE | $5,506 | $4,686+17.5% | $5,602-1.7% | $5,123+7.5% |
| Admin fee / account holder | $78 | $66+17.4% | $10,323-99.2% | $79-1.9% |