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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $137,413 |
BLACKROCK10+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $104,089 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $97,259 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $96,187 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $66,242 |
MERCER10+ years Filed as: WILLIAM M. MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $25,000 |
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 | $882,313 | $88,890+892.6% | $102,423+761.4% | $77,643+1036.4% |
| Participation rate | 99.1% | 80.9%+18.1pp | 76.5%+22.6pp | 70.6%+28.5pp |
| Annual return | 14.78% | 24.98%-10.2pp | 29.32%-14.5pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,831 | $2,698+4.9% | $3,023-6.4% | $2,726+3.9% |
| Participant deferral / active EE | $17,222 | $5,145+234.7% | $5,053+240.8% | $4,647+270.6% |
| Admin fee / account holder | $425 | $235+80.6% | $9,451-95.5% | $430-1.2% |