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 |
|---|---|---|
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $337,000 |
FINANCIAL ENGINES4+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $259,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $255,000 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $151,000 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $94,000 |
AT&T INC.4+ years Service code 14 · EIN 43-1301883 | Plan Administrator | $93,000 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $90,000 |
FIRST QUADRANT4+ years Filed as: FIRST QUADRANT, LP Service code 28 · EIN 95-4562891 | Investment Management | $53,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $42,000 |
NORTHERN TRUST COMPANY1 year Service code 28 · EIN 36-1561860 | Investment Management | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $132,426 | $94,115+40.7% | $83,333+58.9% | $73,367+80.5% |
| Participation rate | 58.5% | 83.7%-25.2pp | 77.8%-19.3pp | 69.5%-11.0pp |
| Annual return | -6.83% | -6.12%-0.7pp | 10.63%-17.5pp | 173.45%-180.3pp |
| Employer contribution / active EE | $1,059 | $2,931-63.9% | $3,379-68.6% | $2,499-57.6% |
| Participant deferral / active EE | $3,346 | $6,759-50.5% | $5,565-39.9% | $4,033-17.0% |
| Admin fee / account holder | $85 | $75+13.3% | $7,510-98.9% | $68+24.5% |