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 ENGINES7 years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $698,728 |
Filed as: THE PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $504,400 |
INVESCO9+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $293,087 |
FID INV INST OPS CO7 years Service code 15 · EIN 04-2647786 | Recordkeeping | $52,475 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $42,730 |
GEORGE JOHNSON & COMPANY7 years Service code 10 · EIN 27-0475249 | Accounting | $29,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,520 | $129,756+60.7% | $169,993+22.7% | $103,482+101.5% |
| Participation rate | 98.5% | 91.3%+7.2pp | 87.0%+11.5pp | 73.3%+25.2pp |
| Annual return | 17.29% | 20.17%-2.9pp | 53.37%-36.1pp | 33.11%-15.8pp |
| Employer contribution / active EE | $3,443 | $5,236-34.2% | $6,785-49.3% | $3,208+7.3% |
| Participant deferral / active EE | $13,352 | $8,283+61.2% | $10,408+28.3% | $5,207+156.4% |
| Admin fee / account holder | $103 | $73+41.1% | $12,815-99.2% | $114-9.9% |