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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.5+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $2,658,642 |
INVESCO5+ years Service code 28 · EIN 58-1707262 | Investment Management | $440,828 |
TYSON FOODS, INC.5+ years Service code 14 · EIN 71-0225165 | Plan Administrator | $191,412 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 · EIN 42-1558009 | Trustee (directed); Shareholder servi... | $164,642 |
AON CONSULTING5+ years Filed as: AON INVESTMENT CONSULTING Service code 27 · EIN 59-2706923 | Advisory (Plan) | $141,895 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $49,310 |
INFORMATION SOLUTIONS5+ years Service code 36 · EIN 13-2638166 | Direct payment from the plan; Copying... | $22,005 |
Filed as: DST RETIREMENT SOLUTIONS Service code 49 · EIN 43-1581814 | Other Services | $21,795 |
MASTERPOINT FINANCIALS TECH.5+ years Service code 49 · EIN 41-1810775 | Other Services | $10,574 |
BRYAN CAVE LLP5+ years Service code 29 · EIN 43-0602162 | Legal | $7,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,995 | $89,569-50.9% | $115,157-61.8% | $89,569-50.9% |
| Participation rate | 52.3% | 69.6%-17.3pp | 75.9%-23.6pp | 69.6%-17.3pp |
| Annual return | 18.64% | 34.56%-15.9pp | 35.60%-17.0pp | 34.56%-15.9pp |
| Employer contribution / active EE | $867 | $2,584-66.4% | $3,179-72.7% | $2,584-66.4% |
| Participant deferral / active EE | $1,569 | $4,220-62.8% | $4,168-62.4% | $4,220-62.8% |
| Admin fee / account holder | $57 | $72-20.7% | $7,088-99.2% | $72-20.7% |