Filed July 1, 2004 (most recent of 2 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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA Service code 50 · EIN 04-3516284 | Direct Payment | $1,137,899 |
THE VANGUARD GROUP, INC.9 years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $1,033,922 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $423,114 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS STABLE VALUE Service code 28 · EIN 13-3575636 | Investment Management | $344,460 |
WINSTON & STRAWN LLP7 years Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $144,613 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $121,595 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 45-6138589 | Investment Management | $100,227 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 23-1159360 | Advisory (Plan) | $98,066 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $64,888 |
BAXTER1 year Filed as: BAXTER INTERNATIONAL INC Service code 14 · EIN 36-2604143 | Plan Administrator | $26,830 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,337 | $128,056+22.9% | $146,958+7.1% | $106,382+47.9% |
| Participation rate | 95.5% | 67.2%+28.2pp | 82.2%+13.3pp | 69.9%+25.6pp |
| Annual return | 12.11% | 17.89%-5.8pp | 418.34%-406.2pp | 17.37%-5.3pp |
| Employer contribution / active EE | $6,749 | $3,384+99.4% | $4,933+36.8% | $3,364+100.6% |
| Participant deferral / active EE | $11,778 | $7,674+53.5% | $8,070+46.0% | $5,569+111.5% |
| Admin fee / account holder | $127 | $89+42.8% | $12,998-99.0% | $79+59.7% |