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 ENGINES4 years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $708,104 |
Filed as: THE PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $453,010 |
INVESCO6+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $298,584 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $180,518 |
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $52,075 |
GEORGE JOHNSON & COMPANY4 years Service code 10 · EIN 27-0475249 | Accounting | $16,502 |
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 | $220,529 | $122,602+79.9% | $177,821+24.0% | $93,223+136.6% |
| Participation rate | 98.7% | 91.3%+7.4pp | 87.7%+11.0pp | 74.9%+23.8pp |
| Annual return | 11.49% | 22.53%-11.0pp | 48.32%-36.8pp | 19.29%-7.8pp |
| Employer contribution / active EE | $2,921 | $4,338-32.7% | $5,918-50.6% | $2,680+9.0% |
| Participant deferral / active EE | $10,920 | $7,134+53.1% | $7,714+41.6% | $4,563+139.3% |
| Admin fee / account holder | $129 | $62+108.8% | $12,427-99.0% | $79+62.4% |