Filed October 18, 2004 (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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $815,000 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $123,000 |
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES, INC. Service code 16 · EIN 94-3250323 | Consulting | $94,000 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3459661 | Investment Management | $73,000 |
AT&T INC.1+ years Service code 14 · EIN 43-1301883 | Plan Administrator | $52,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON BANK OF NEW ENGLAND, NA Service code 21 · EIN 04-1107280 | Bank Trustee | $52,000 |
EVERCORE TRUST COMPANY1+ years Service code 28 · EIN 26-4691954 | Investment Management | $44,000 |
FIRST QUADRANT1+ years Filed as: FIRST QUADRANT, LP Service code 28 · EIN 22-2604001 | Investment Management | $39,000 |
HIGHROADS, INC1+ years Filed as: HIGHROADS, INC. Service code 16 · EIN 52-2218774 | Consulting | $23,000 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $23,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,962 | $85,590+25.0% | $73,307+45.9% | $69,651+53.6% |
| Participation rate | 66.2% | 78.5%-12.2pp | 74.9%-8.7pp | 66.6%-0.3pp |
| Annual return | 0.81% | 29.41%-28.6pp | 5.67%-4.9pp | 53.77%-53.0pp |
| Employer contribution / active EE | $967 | $2,537-61.9% | $3,237-70.1% | $2,241-56.8% |
| Participant deferral / active EE | $2,922 | $5,237-44.2% | $4,991-41.5% | $3,635-19.6% |
| Admin fee / account holder | $64 | $72-10.5% | $5,637-98.9% | $63+1.9% |