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 CORPORATION3+ years Filed as: XEROX Service code 15 · EIN 04-3609848 | Recordkeeping | $340,000 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $313,676 |
Filed as: CONDUENT Service code 13 · EIN 81-2983623 | Contract Administrator | $283,519 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $251,641 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 · EIN 04-2723880 | Investment Management | $104,486 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES, INC. Service code 16 · EIN 43-1708520 | Consulting | $96,432 |
JP MORGAN SECURITIES LLC3+ years Filed as: JP MORGAN WRAP Service code 28 · EIN 13-4994650 | Investment Management | $34,138 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET WRAP Service code 28 · EIN 04-1867445 | Investment Management | $33,208 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211671 | Investment Management | $30,933 |
Filed as: AEGON Service code 28 · EIN 52-0419790 | Investment Management | $30,005 |
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 | $132,812 | $123,286+7.7% | $75,670+75.5% | $77,958+70.4% |
| Participation rate | 98.2% | 78.8%+19.5pp | 72.3%+25.9pp | 71.6%+26.6pp |
| Annual return | -0.21% | 20.45%-20.7pp | 27.34%-27.6pp | 20.87%-21.1pp |
| Employer contribution / active EE | $6,962 | $2,035+242.2% | $2,352+196.0% | $2,310+201.3% |
| Participant deferral / active EE | $11,261 | $3,095+263.8% | $3,142+258.4% | $3,537+218.4% |
| Admin fee / account holder | $192 | $144+33.5% | $5,800-96.7% | $97+97.6% |