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 CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-2235791 | Advisory (Plan) | $944,992 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $572,408 |
GUIDED CHOICE4+ years Filed as: GUIDEDCHOICE.COM, INC. Service code 26 · EIN 77-0514963 | Advisory (Participants) | $381,733 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 19 · EIN 13-3575636 | Securities Custodian | $351,698 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 19 · EIN 20-0292745 | Securities Custodian | $288,344 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST INVESTMENT INC Service code 28 · EIN 36-1561860 | Investment Management | $113,524 |
Filed as: FIDUCIARY COUNSELORS INC. Service code 28 · EIN 22-3709903 | Investment Management | $93,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 | Securities Custodian | $37,545 |
ALIGHT SOLUTIONS LLC2 years Service code 19 · EIN 82-1061233 | Securities Custodian | $4,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,711 | $37,383+354.0% | $71,086+138.7% | $73,367+131.3% |
| Participation rate | 43.0% | 33.8%+9.1pp | 54.7%-11.7pp | 69.5%-26.5pp |
| Annual return | -0.15% | 0.47%-0.6pp | 650.59%-650.7pp | 173.45%-173.6pp |
| Employer contribution / active EE | $628 | $490+28.3% | $1,088-42.2% | $2,499-74.9% |
| Participant deferral / active EE | $2,187 | $1,117+95.7% | $1,874+16.7% | $4,033-45.8% |
| Admin fee / account holder | $142 | $75+90.8% | $3,082-95.4% | $68+108.2% |