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 ENGINES6 years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $753,621 |
Filed as: THE PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $621,491 |
INVESCO8+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $298,338 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $48,925 |
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $48,725 |
GEORGE JOHNSON & COMPANY6 years Service code 10 · EIN 27-0475249 | Accounting | $28,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,110 | $119,153+51.2% | $151,611+18.8% | $78,044+130.8% |
| Participation rate | 98.4% | 92.5%+5.9pp | 87.5%+10.9pp | 74.4%+24.0pp |
| Annual return | -16.00% | -10.83%-5.2pp | 3.33%-19.3pp | 10.87%-26.9pp |
| Employer contribution / active EE | $3,001 | $5,298-43.4% | $6,166-51.3% | $3,125-4.0% |
| Participant deferral / active EE | $11,904 | $8,624+38.0% | $8,363+42.3% | $5,084+134.1% |
| Admin fee / account holder | $135 | $69+95.9% | $11,616-98.8% | $79+70.7% |