Filed September 28, 1999 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $2,091,834 |
VERIZON COMMUNICATIONS INC.4 years Service code 14 · EIN 23-2259884 | Plan Administrator | $1,475,803 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL INVSTRS, INC Service code 28 · EIN 98-0202744 | Investment Management | $1,255,178 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 16 · EIN 22-2232264 | Consulting | $519,840 |
PGIM INVESTMENTS5 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $352,777 |
Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307 | Investment Management | $303,584 |
GQG PARTNERS LLC2 years Service code 28 · EIN 81-2109181 | Investment Management | $150,000 |
ABEL NOSER SOLUTIONS1 year Filed as: ABEL NOSER Service code 27 · EIN 81-2351633 | Advisory (Plan) | $105,198 |
THOMPSON HINE4 years Service code 29 · EIN 34-0575300 | Legal | $104,428 |
DUANE MORRIS LLP3 years Filed as: DUANE MORRIS Service code 29 · EIN 23-1392502 | Legal | $92,739 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,976 | $142,480+95.8% | $96,576+188.9% | $142,480+95.8% |
| Participation rate | 99.3% | 76.2%+23.1pp | 81.4%+17.9pp | 76.2%+23.1pp |
| Annual return | 14.02% | 16.32%-2.3pp | 38.47%-24.5pp | 16.32%-2.3pp |
| Employer contribution / active EE | $8,226 | $3,867+112.7% | $3,553+131.5% | $3,867+112.7% |
| Participant deferral / active EE | $15,023 | $6,807+120.7% | $7,956+88.8% | $6,807+120.7% |
| Admin fee / account holder | $420 | $307+36.9% | $11,381-96.3% | $307+36.9% |