Filed December 15, 2009
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: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $1,848,538 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE STABLE ASSETS MGMT IN Service code 28 · EIN 52-0556948 | Investment Management | $882,856 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $379,264 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT COMP Service code 28 · EIN 13-3575636 | Investment Management | $289,418 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $205,424 |
BLACKROCK10+ years Service code 28 · EIN 94-3112180 | Investment Management | $202,907 |
CALLAN LLC7 years Filed as: CALLAN MANAGEMENT Service code 16 · EIN 94-2192581 | Consulting | $149,904 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $38,450 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS (TEMPO HOLDING) Service code 17 · EIN 82-1061233 | Pension Consulting | $27,363 |
THE BANK OF NEW YORK MELLON8 years Filed as: MELLON CAPITAL MGMT. CORP Service code 28 · EIN 25-1442864 | Investment Management | $9,811 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,752 | $99,062+146.1% | $103,476+135.6% | $99,062+146.1% |
| Participation rate | 98.5% | 71.6%+26.9pp | 80.5%+18.0pp | 71.6%+26.9pp |
| Annual return | 15.24% | 17.66%-2.4pp | 23.90%-8.7pp | 17.66%-2.4pp |
| Employer contribution / active EE | $8,066 | $3,262+147.3% | $4,672+72.6% | $3,262+147.3% |
| Participant deferral / active EE | $10,906 | $5,331+104.6% | $6,623+64.7% | $5,331+104.6% |
| Admin fee / account holder | $341 | $109+213.2% | $9,413-96.4% | $109+213.2% |