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.8+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $2,817,146 |
INVESCO8+ years Service code 19 · EIN 58-1707262 | Securities Custodian | $486,724 |
TYSON FOODS, INC.8+ years Service code 14 · EIN 71-0225165 | Plan Administrator | $420,433 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 · EIN 42-1558009 | Investment advisory (plan); Float rev... | $74,560 |
Filed as: DST RETIREMENT SOLUTIONS Service code 49 · EIN 43-1581814 | Other Services | $43,950 |
AON CONSULTING8+ years Filed as: AON INVESTMENT CONSULTING Service code 27 · EIN 59-2706923 | Advisory (Plan) | $35,068 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $23,000 |
INFORMATION SOLUTIONS8+ years Service code 36 · EIN 13-2638166 | Direct payment from the plan; Copying... | $17,905 |
BRYAN CAVE LLP8+ years Service code 29 · EIN 43-0602162 | Legal | $13,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,162 | $89,394-46.1% | $104,294-53.8% | $89,394-46.1% |
| Participation rate | 49.0% | 71.3%-22.3pp | 73.3%-24.3pp | 71.3%-22.3pp |
| Annual return | -11.61% | -11.89%+0.3pp | 24.61%-36.2pp | -11.89%+0.3pp |
| Employer contribution / active EE | $1,005 | $3,022-66.8% | $3,372-70.2% | $3,022-66.8% |
| Participant deferral / active EE | $1,888 | $5,123-63.1% | $4,625-59.2% | $5,123-63.1% |
| Admin fee / account holder | $60 | $79-24.7% | $7,339-99.2% | $79-24.7% |