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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $1,303,349 |
Filed as: VOYA Service code 15 · EIN 04-3516284 | Recordkeeping | $1,170,081 |
Filed as: TRANSAMERICA Service code 28 · EIN 13-2509799 | Investment Management | $616,486 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $503,389 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $443,715 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-1554520 | Investment Management | $440,928 |
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN Service code 28 · EIN 13-3434400 | Investment Management | $398,163 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $299,102 |
SOUND SHORE2+ years Service code 28 · EIN 13-2509799 | Investment Management | $128,005 |
BAXTER2+ years Service code 14 · EIN 36-2604143 | Plan Administrator | $98,068 |
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 | $108,250 | $3,611,051-97.0% | $123,892-12.6% | $329,111-67.1% |
| Participation rate | 94.7% | 60.7%+34.0pp | 81.4%+13.3pp | 67.9%+26.9pp |
| Annual return | 6.70% | 14.13%-7.4pp | 47.52%-40.8pp | 16.35%-9.7pp |
| Employer contribution / active EE | $4,228 | $1,947+117.1% | $4,617-8.4% | $2,303+83.5% |
| Participant deferral / active EE | $6,327 | $4,426+43.0% | $5,984+5.7% | $3,682+71.8% |
| Admin fee / account holder | $267 | $9,731-97.3% | $8,357-96.8% | $754-64.6% |