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 |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT COMP Service code 28 · EIN 04-3211048 | Investment Management | $270,710 |
Filed as: ING INSTITUTIONAL PLAN SERVICES, LL Service code 64 · EIN 02-0488491 | Recordkeeping Fees | $252,060 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $170,181 |
Filed as: TRANSAMERICA LIFE AND ANNUITY Service code 28 · EIN 93-0913483 | Investment Management | $158,791 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 | Investment Management | $125,143 |
AON CONSULTING1 year Filed as: AON-HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $118,449 |
AON CONSULTING1 year Filed as: AON-HEWITT ASSOCIATES LLC Service code 28 · EIN 36-2235791 | Investment Management | $98,353 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MGMT. CORP. Service code 16 · EIN 25-1442864 | Consulting | $28,778 |
AMERICAN FUNDS2+ years Filed as: GW CAPITAL INC. Service code 28 · EIN 68-0204817 | Investment Management | $28,100 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $18,810 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,351 | $65,292+223.7% | $88,497+138.8% | $65,292+223.7% |
| Participation rate | 97.3% | 72.4%+24.9pp | 82.4%+14.9pp | 72.4%+24.9pp |
| Annual return | 12.18% | 11.84%+0.3pp | 7.63%+4.6pp | 11.84%+0.3pp |
| Employer contribution / active EE | $4,901 | $2,302+112.9% | $4,036+21.4% | $2,302+112.9% |
| Participant deferral / active EE | $6,991 | $3,579+95.3% | $4,899+42.7% | $3,579+95.3% |
| Admin fee / account holder | $318 | $57+454.6% | $6,220-94.9% | $57+454.6% |