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 ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $982,689 |
Filed as: VOYA Service code 15 · EIN 04-3516284 | Recordkeeping | $859,768 |
Filed as: TRANSAMERICA Service code 28 · EIN 13-2509799 | Investment Management | $606,123 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $534,307 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-1554520 | Investment Management | $422,023 |
AB FUNDS3+ years Filed as: ALLIANCEBERNSTEIN Service code 28 · EIN 13-3434400 | Investment Management | $392,842 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $291,072 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $259,327 |
SOUND SHORE3+ years Service code 28 · EIN 13-2509799 | Investment Management | $187,645 |
BAXTER3+ years Service code 14 · EIN 36-2604143 | Plan Administrator | $89,405 |
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 | $118,898 | $80,506+47.7% | $136,294-12.8% | $80,976+46.8% |
| Participation rate | 96.6% | 61.9%+34.7pp | 81.9%+14.7pp | 68.3%+28.3pp |
| Annual return | 14.97% | 27.70%-12.7pp | 5155.94%-5141.0pp | 22.91%-7.9pp |
| Employer contribution / active EE | $3,748 | $1,943+92.9% | $4,695-20.2% | $2,402+56.0% |
| Participant deferral / active EE | $6,434 | $4,601+39.8% | $6,247+3.0% | $3,848+67.2% |
| Admin fee / account holder | $245 | $72+240.9% | $9,243-97.3% | $67+263.2% |