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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $836,766 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $497,567 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED INVESTMENT MGMT CO Service code 51 · EIN 48-1106973 | Investment Mgmt Fees | $371,660 |
INVESCO2+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $257,229 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $114,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,851 | $93,756+84.4% | $133,980+29.0% | $329,111-47.5% |
| Participation rate | 89.0% | 89.7%-0.7pp | 87.1%+1.9pp | 67.9%+21.1pp |
| Annual return | 12.32% | 20.33%-8.0pp | 29.30%-17.0pp | 16.35%-4.0pp |
| Employer contribution / active EE | $2,258 | $3,619-37.6% | $5,211-56.7% | $2,303-2.0% |
| Participant deferral / active EE | $7,760 | $5,685+36.5% | $6,282+23.5% | $3,682+110.8% |
| Admin fee / account holder | $179 | $90+99.4% | $9,324-98.1% | $754-76.3% |