Filed October 16, 1997 (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 |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX Service code 15 · EIN 04-3609848 | Recordkeeping | $443,214 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $188,683 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET DCS Service code 25 · EIN 04-1867445 | Directed Trustee | $84,228 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES, INC. Service code 16 · EIN 43-1708520 | Consulting | $60,355 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 · EIN 04-2723880 | Investment Management | $59,425 |
BANK OF TOKYO1+ years Service code 28 · EIN 13-5611741 | Investment Management | $23,680 |
Filed as: AEGON Service code 28 · EIN 52-0419790 | Investment Management | $23,369 |
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN WRAP Service code 28 · EIN 13-4994650 | Investment Management | $22,553 |
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $22,096 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET WRAP Service code 28 · EIN 04-1867445 | Investment Management | $21,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,904 | $67,505+67.3% | $63,517+77.8% | $67,505+67.3% |
| Participation rate | 95.7% | 71.2%+24.5pp | 71.0%+24.7pp | 71.2%+24.5pp |
| Annual return | 2.77% | 6.52%-3.8pp | -70.30%+73.1pp | 6.52%-3.8pp |
| Employer contribution / active EE | $4,107 | $2,173+89.0% | $2,322+76.9% | $2,173+89.0% |
| Participant deferral / active EE | $8,173 | $3,597+127.2% | $2,953+176.7% | $3,597+127.2% |
| Admin fee / account holder | $238 | $56+323.6% | $5,892-96.0% | $56+323.6% |