Filed July 1, 1992
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,062,229 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $894,804 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN RED CROSS Service code 35 · EIN 53-0196605 | Other fees; Direct payment from the p... | $406,476 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST INC. Service code 21 · EIN 36-1561860 | Bank Trustee | $149,518 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $51,513 |
BALLARD SPAHR LLP6+ years Filed as: BALLARD SPAHR LLC Service code 29 · EIN 23-0382195 | Legal | $30,924 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $24,778 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING LLC Service code 33 · EIN 13-2741729 | Shareholder servicing fees; Other fee... | $14,802 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,369 | $66,513-6.2% | $178,490-65.1% | $106,222-41.3% |
| Participation rate | 86.0% | 73.8%+12.2pp | 81.9%+4.1pp | 70.8%+15.2pp |
| Annual return | 13.57% | 21.81%-8.2pp | 151.07%-137.5pp | 21.69%-8.1pp |
| Employer contribution / active EE | $1,938 | $1,776+9.2% | $5,011-61.3% | $2,723-28.8% |
| Participant deferral / active EE | $4,106 | $3,679+11.6% | $5,202-21.1% | $4,600-10.7% |
| Admin fee / account holder | $119 | $53+121.7% | $13,984-99.2% | $78+51.2% |