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 | $125,381 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $61,285 |
VERIZON COMMUNICATIONS INC.3 years Service code 14 · EIN 22-2259884 | Plan Administrator | $19,186 |
DONNELLEY FINANCIAL LLC3 years Service code 10 · EIN 34-4829638 | Accounting | $15,071 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVSTRS, INC Service code 28 · EIN 98-0202744 | Investment Management | $9,874 |
AON CONSULTING10+ years Service code 16 · EIN 22-2232264 | Consulting | $6,840 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,431 | $108,719+31.0% | $101,326+40.6% | $85,563+66.5% |
| Participation rate | 94.2% | 80.9%+13.3pp | 81.5%+12.7pp | 66.0%+28.2pp |
| Annual return | 11.32% | 20.95%-9.6pp | 36.82%-25.5pp | 31.51%-20.2pp |
| Employer contribution / active EE | $4,429 | $3,114+42.2% | $3,665+20.8% | $2,654+66.9% |
| Participant deferral / active EE | $13,264 | $8,545+55.2% | $7,994+65.9% | $4,375+203.2% |
| Admin fee / account holder | $214 | $685-68.7% | $11,185-98.1% | $834-74.3% |