Filed September 24, 1992 (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 9-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY-GRAYSTO Service code 16 · EIN 26-4310844 4449 EASTON WAY · COLUMBUS, OH 43219 | Consulting | $80,000 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,904 |
US TREASURY1+ years Service code 16 INTERNAL REVENUE SERVICE · KANSAS, MO 64999 | Consulting | $2,500 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $2,250 |
BLACKROCK1+ years Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FINANCIAL Service code 28 720 SW WASHINGTON STREET · PORTLAND, OH 97205 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS INST Service code 28 PO BOX 770002 · CINCINATI, OH 45277 | Investment Management | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 PO BOX 06050 · CHICAGO, IL 60606 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 PO BOX 804660 · CHICAGO, IL 60680 | Investment Management | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 PO BOX 5270 · DENVER, CO 80217 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,033 | $99,628-8.6% | $105,218-13.5% | $59,188+53.8% |
| Participation rate | 74.5% | 80.5%-6.0pp | 77.2%-2.8pp | 69.4%+5.0pp |
| Annual return | 15.10% | 3.21%+11.9pp | 5.33%+9.8pp | 5.51%+9.6pp |
| Employer contribution / active EE | $1,774 | $2,454-27.7% | $3,255-45.5% | $2,098-15.5% |
| Participant deferral / active EE | $4,611 | $4,189+10.1% | $4,867-5.2% | $3,265+41.3% |
| Admin fee / account holder | $30 | $62-51.7% | $6,992-99.6% | $92-67.3% |