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 ENGINES3 years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $679,522 |
Filed as: THE PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $491,241 |
INVESCO5+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $266,905 |
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $70,025 |
GEORGE JOHNSON & COMPANY3 years Service code 10 · EIN 27-0475249 | Accounting | $22,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,029 | $110,760+81.5% | $162,163+24.0% | $82,204+144.5% |
| Participation rate | 98.2% | 92.7%+5.5pp | 87.6%+10.6pp | 73.4%+24.8pp |
| Annual return | 24.52% | 22.97%+1.6pp | 115.59%-91.1pp | 26.31%-1.8pp |
| Employer contribution / active EE | $2,783 | $4,437-37.3% | $5,614-50.4% | $2,707+2.8% |
| Participant deferral / active EE | $10,237 | $6,652+53.9% | $7,298+40.3% | $4,246+141.1% |
| Admin fee / account holder | $127 | $65+94.4% | $10,843-98.8% | $76+67.5% |