Filed July 30, 1997 (most recent of 2 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 |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $2,286,128 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $1,039,719 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $685,544 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES LLC Service code 12 | Participant communication; Claims pro... | $653,872 |
BLACKROCK4+ years Service code 28 · EIN 94-3112180 | Investment Management | $433,895 |
JACKSON SQUARE PARTNERS4+ years Service code 28 · EIN 80-0945254 | Investment Management | $410,494 |
AJO4+ years Filed as: AJO, L.P. Service code 28 · EIN 23-2312104 | Investment Management | $402,735 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 27 · EIN 13-4064930 | Advisory (Plan) | $396,197 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $256,043 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB Service code 50 · EIN 94-1737782 | Direct Payment | $243,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,461 | $73,367+240.0% | $90,782+174.8% | $73,367+240.0% |
| Participation rate | 97.3% | 69.5%+27.8pp | 82.7%+14.6pp | 69.5%+27.8pp |
| Annual return | -5.62% | 173.45%-179.1pp | -3.42%-2.2pp | 173.45%-179.1pp |
| Employer contribution / active EE | $5,849 | $2,499+134.1% | $4,105+42.5% | $2,499+134.1% |
| Participant deferral / active EE | $11,425 | $4,033+183.3% | $5,366+112.9% | $4,033+183.3% |
| Admin fee / account holder | $377 | $68+450.9% | $5,908-93.6% | $68+450.9% |