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 | $31,912 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 74-6035056 | 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 | $29,898 | $62,928-52.5% | $172,739-82.7% | $67,579-55.8% |
| Participation rate | 88.9% | 64.5%+24.5pp | 82.6%+6.3pp | 71.3%+17.7pp |
| Annual return | 21.49% | 30.36%-8.9pp | 802.84%-781.4pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,022 | $1,636+23.6% | $5,143-60.7% | $2,148-5.9% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $51 | $167-69.3% | $13,954-99.6% | $142-64.0% |