Filed June 12, 2008
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $30,691 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 74-6035056 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,005 | $37,196-32.8% | $154,107-83.8% | $55,725-55.1% |
| Participation rate | 84.9% | 64.1%+20.8pp | 83.0%+1.9pp | 70.9%+14.0pp |
| Annual return | -6.10% | 1319.68%-1325.8pp | 735.12%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,778 | $1,614+10.1% | $5,298-66.4% | $2,078-14.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $52 | $102-49.3% | $13,411-99.6% | $115-55.3% |