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.9+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $2,780,238 |
INVESCO9+ years Service code 19 · EIN 58-1707262 | Securities Custodian | $491,940 |
TYSON FOODS, INC.9+ years Service code 14 · EIN 71-0225165 | Plan Administrator | $366,630 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $150,731 |
AON CONSULTING9+ years Filed as: AON INVESTMENT CONSULTING Service code 27 · EIN 59-2706923 | Advisory (Plan) | $127,870 |
Filed as: DST RETIREMENT SOLUTIONS Service code 49 · EIN 43-1581814 | Other Services | $44,980 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $24,500 |
INFORMATION SOLUTIONS9+ years Service code 36 · EIN 13-2638166 | Copying and duplicating; Direct payme... | $5,216 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,779 | $96,393-45.2% | $112,229-53.0% | $96,393-45.2% |
| Participation rate | 45.2% | 71.3%-26.1pp | 72.4%-27.2pp | 71.3%-26.1pp |
| Annual return | 14.16% | 22.88%-8.7pp | 30.20%-16.0pp | 22.88%-8.7pp |
| Employer contribution / active EE | $944 | $3,238-70.8% | $3,430-72.5% | $3,238-70.8% |
| Participant deferral / active EE | $1,773 | $5,455-67.5% | $4,798-63.1% | $5,455-67.5% |
| Admin fee / account holder | $60 | $74-19.3% | $7,748-99.2% | $74-19.3% |