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 BARNEY3+ 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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,636 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $1,500 |
US TREASURY3+ years Service code 14 2152 POST ROAD · RUTLAND, VT 05701 | Plan Administrator | $800 |
ALIGHT SOLUTIONS LLC1 year Service code 26 PO BOX 95135 · CHICAGO, IL 60694 | Advisory (Participants) | $750 |
BLACKROCK3+ years Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $0 |
COHEN & STEERS1 year Service code 28 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS INST Service code 28 PO BOX 770002 · CINCINATI, OH 45277 | Investment Management | $0 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 PO BOX 06050 · CHICAGO, IL 60606 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR FUNDS Service code 28 PO BOX 804660 · CHICAGO, IL 60680 | 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 | $109,976 | $117,734-6.6% | $115,752-5.0% | $77,958+41.1% |
| Participation rate | 75.1% | 82.0%-7.0pp | 77.8%-2.7pp | 71.6%+3.4pp |
| Annual return | 19.94% | 17.65%+2.3pp | 19.41%+0.5pp | 20.87%-0.9pp |
| Employer contribution / active EE | $2,120 | $2,736-22.5% | $3,492-39.3% | $2,310-8.2% |
| Participant deferral / active EE | $5,186 | $4,435+16.9% | $5,204-0.3% | $3,537+46.6% |
| Admin fee / account holder | $35 | $75-53.5% | $6,278-99.4% | $97-64.2% |