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 |
|---|---|---|
Filed as: VOYA Service code 15 · EIN 04-3516284 | Recordkeeping | $1,843,182 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $964,228 |
Filed as: TRANSAMERICA Service code 28 · EIN 13-2509799 | Investment Management | $844,441 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $559,823 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-1554520 | Investment Management | $486,482 |
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN Service code 28 · EIN 13-3434400 | Investment Management | $404,370 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $357,682 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $297,331 |
INSTITUTIONAL CAPITAL (ICAP)1+ years Service code 28 · EIN 36-3797034 | Investment Management | $178,554 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $128,479 |
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 | $98,938 | $65,877+50.2% | $115,037-14.0% | $69,651+42.0% |
| Participation rate | 95.4% | 58.1%+37.3pp | 81.4%+14.0pp | 66.6%+28.8pp |
| Annual return | -15.60% | 6.03%-21.6pp | 26.14%-41.7pp | 53.77%-69.4pp |
| Employer contribution / active EE | $4,670 | $1,712+172.7% | $4,608+1.4% | $2,241+108.4% |
| Participant deferral / active EE | $7,933 | $4,216+88.2% | $6,026+31.6% | $3,635+118.2% |
| Admin fee / account holder | $292 | $77+278.4% | $8,175-96.4% | $63+362.6% |