Filed April 21, 2009 (most recent of 4 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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $268,782 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $136,125 |
BLACKROCK5+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 28 · EIN 94-3112180 | Investment Management | $133,800 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $95,821 |
MERCER5+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $5,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $628,001 | $105,247+496.7% | $87,100+621.0% | $77,787+707.3% |
| Participation rate | 99.1% | 85.8%+13.3pp | 76.9%+22.2pp | 73.2%+25.9pp |
| Annual return | 23.01% | 24.52%-1.5pp | 28.19%-5.2pp | 32.57%-9.6pp |
| Employer contribution / active EE | $2,538 | $2,895-12.3% | $2,521+0.6% | $2,504+1.3% |
| Participant deferral / active EE | $14,254 | $5,060+181.7% | $4,049+252.1% | $3,967+259.3% |
| Admin fee / account holder | $318 | $104+204.2% | $7,497-95.8% | $100+217.7% |