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 CORPORATION2+ years Filed as: XEROX Service code 15 · EIN 04-3609848 | Recordkeeping | $1,023,892 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $594,873 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RETIREE SERVICES Service code 28 · EIN 04-1867445 | Investment Management | $199,887 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT STRATEGIES, INC. Service code 16 · EIN 43-1708520 | Consulting | $194,866 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 · EIN 04-2723880 | Investment Management | $170,768 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET DCS Service code 25 · EIN 04-1867445 | Directed Trustee | $126,930 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET WRAP Service code 28 · EIN 04-1867445 | Investment Management | $62,042 |
BANK OF TOKYO2+ years Service code 28 · EIN 13-5611741 | Investment Management | $61,523 |
JP MORGAN SECURITIES LLC2+ years Filed as: JP MORGAN WRAP Service code 28 · EIN 13-4994650 | Investment Management | $60,443 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA COMPANY STOCK MANAGEMENT Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $59,756 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,961 | $58,758+100.8% | $70,014+68.5% | $63,975+84.4% |
| Participation rate | 96.9% | 77.5%+19.4pp | 71.8%+25.0pp | 71.1%+25.7pp |
| Annual return | -5.89% | 18.05%-23.9pp | 12.99%-18.9pp | 48.65%-54.5pp |
| Employer contribution / active EE | $4,496 | $1,973+127.9% | $2,338+92.3% | $2,182+106.1% |
| Participant deferral / active EE | $10,541 | $2,912+262.0% | $2,931+259.7% | $3,356+214.0% |
| Admin fee / account holder | $265 | $71+273.8% | $4,380-93.9% | $70+276.8% |