Filed July 6, 2004
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 15 · EIN 36-2235791 | Recordkeeping | $1,904,348 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $435,373 |
Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $97,266 |
BLACKROCK2+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $74,247 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $299,603 | $299,6030% | $350,423-14.5% | $299,6030% |
| Participation rate | 87.2% | 87.2%0pp | 70.3%+16.9pp | 87.2%0pp |
| Annual return | 5.20% | 7.42%-2.2pp | 12.97%-7.8pp | 7.42%-2.2pp |
| Employer contribution / active EE | $10,264 | $15,730-34.7% | $17,272-40.6% | $15,730-34.7% |
| Participant deferral / active EE | $0 | $0 | $0 | - |
| Admin fee / account holder | $43 | $430% | $1,412-97.0% | $430% |