Filed April 6, 2004 (most recent of 4 filings on file)
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 CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-2235791 | Advisory (Plan) | $876,298 |
Filed as: JP MORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $556,222 |
GUIDED CHOICE3+ years Filed as: GUIDEDCHOICE.COM, INC. Service code 26 · EIN 77-0514963 | Advisory (Participants) | $378,145 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 19 · EIN 13-3575636 | Securities Custodian | $330,006 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 19 · EIN 20-0292745 | Securities Custodian | $242,492 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENT INC Service code 28 · EIN 36-1561860 | Investment Management | $98,653 |
Filed as: FIDUCIARY COUNSELORS INC. Service code 28 · EIN 22-3709903 | Investment Management | $93,000 |
Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 | Securities Custodian | $38,937 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $23,376 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Filed as: SOUTHERN SUN ASSET MANAGEMENT LLC Service code 27 · EIN 27-2990431 | Advisory (Plan) | $20,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,023 | $39,443+326.0% | $73,545+128.5% | $80,976+107.5% |
| Participation rate | 38.1% | 35.9%+2.2pp | 54.9%-16.8pp | 68.3%-30.1pp |
| Annual return | 23.81% | 18.39%+5.4pp | -15.16%+39.0pp | 22.91%+0.9pp |
| Employer contribution / active EE | $450 | $463-2.7% | $1,219-63.1% | $2,402-81.3% |
| Participant deferral / active EE | $1,721 | $1,131+52.2% | $1,806-4.7% | $3,848-55.3% |
| Admin fee / account holder | $127 | $72+76.6% | $2,320-94.5% | $67+88.9% |