Filed April 3, 2000 (most recent of 2 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 |
|---|---|---|
AFFILIATED MANAGERS GROUP3+ years Service code 60 P.O. BOX 9793 · PROVIDENCE, RI 02940 | Sub-TA Fees | $0 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST NA Service code 28 · EIN 47-1246942 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENT INSTITUIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
THE HARTFORD3+ years Filed as: HARTFORD Service code 60 · EIN 41-0679409 | Sub-TA Fees | $0 |
Filed as: JP MORGAN CHASE BANK Service code 60 270 PARK AVENUE · NEW YORK, NY 10017 | Sub-TA Fees | $0 |
OAKMARK1 year Service code 60 P.O. BOX 8480 · BOSTON, MA 02266 | Sub-TA Fees | $0 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 60 · EIN 46-0743367 | Sub-TA Fees | $0 |
RELIANCE TRUST COMPANY1 year Service code 60 · EIN 35-7085469 | Sub-TA Fees | $0 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 60 4900 TIEDMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,378 | $177,276-38.9% | $115,752-6.4% | $177,276-38.9% |
| Participation rate | 97.1% | 74.8%+22.2pp | 77.8%+19.3pp | 74.8%+22.2pp |
| Annual return | 19.55% | 21.25%-1.7pp | 19.41%+0.1pp | 21.25%-1.7pp |
| Employer contribution / active EE | $3,259 | $2,479+31.4% | $3,492-6.7% | $2,479+31.4% |
| Participant deferral / active EE | $5,853 | $3,881+50.8% | $5,204+12.5% | $3,881+50.8% |
| Admin fee / account holder | $27 | $154-82.3% | $6,278-99.6% | $154-82.3% |