Filed April 23, 2001 (most recent of 5 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 |
|---|---|---|
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 13 · EIN 13-3575636 | Contract Administrator | $899,202 |
Filed as: MACQUAIRE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $831,674 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT Service code 15 · EIN 04-3609848 | Recordkeeping | $823,545 |
Filed as: PRUDENTIAL TRUST COMPANY (PGIM) Service code 19 · EIN 23-6994310 | Securities Custodian | $668,740 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $546,362 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 22-1211670 | Securities Custodian | $455,014 |
Filed as: TRANSAMERICA Service code 50 · EIN 52-0419797 | Direct Payment | $411,026 |
Filed as: VOYA Service code 23 · EIN 71-0294708 | Direct payment from the plan; Insuran... | $365,748 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-3608252 | Securities Custodian | $254,198 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $58,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,563 | $139,268+45.4% | $177,821+13.9% | $106,222+90.7% |
| Participation rate | 99.2% | 91.6%+7.7pp | 87.7%+11.5pp | 70.8%+28.4pp |
| Annual return | 14.36% | 17.20%-2.8pp | 48.32%-34.0pp | 21.69%-7.3pp |
| Employer contribution / active EE | $12,706 | $4,832+162.9% | $5,918+114.7% | $2,723+366.6% |
| Participant deferral / active EE | $8,780 | $7,227+21.5% | $7,714+13.8% | $4,600+90.9% |
| Admin fee / account holder | $128 | $97+32.0% | $12,427-99.0% | $78+63.1% |