Filed September 4, 1990
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 |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 77-0473565 | Advisory (Participants) | $884,582 |
INVESCO11+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $229,701 |
FID INV INST OPS CO9 years Service code 15 · EIN 04-2647786 | Recordkeeping | $163,288 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $104,955 |
GEORGE JOHNSON & COMPANY9 years Service code 10 · EIN 27-0475249 | Accounting | $31,500 |
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 | $258,946 | $182,927+41.6% | $200,582+29.1% | $117,739+119.9% |
| Participation rate | 99.7% | 92.5%+7.2pp | 86.9%+12.8pp | 76.6%+23.1pp |
| Annual return | 17.80% | 15.76%+2.0pp | 42.33%-24.5pp | 17.29%+0.5pp |
| Employer contribution / active EE | $3,746 | $5,985-37.4% | $6,419-41.6% | $3,7460% |
| Participant deferral / active EE | $14,561 | $9,711+49.9% | $9,331+56.0% | $6,128+137.6% |
| Admin fee / account holder | $96 | $95+0.8% | $16,305-99.4% | $112-14.5% |