Filed October 19, 2004 (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 ENGINES7 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 77-0473565 | Advisory (Participants) | $2,406,191 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $1,596,143 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $681,256 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $648,968 |
INSIGHT NORTH AMERICA LLC4 years Filed as: INSIGHT NORTH AMERICA, LLC Service code 28 · EIN 82-0983489 | Investment Management | $547,538 |
LEEWARD INVESTMENTS, LLC3 years Service code 28 · EIN 37-2005153 | Investment Management | $516,924 |
T ROWE PRICE RPS INC8 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $481,477 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $288,422 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $120,041 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $74,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,546 | $152,104+52.2% | $184,203+25.7% | $106,382+117.7% |
| Participation rate | 99.8% | 85.9%+13.9pp | 86.8%+13.0pp | 69.9%+29.9pp |
| Annual return | 14.85% | 20.70%-5.9pp | 28.81%-14.0pp | 17.37%-2.5pp |
| Employer contribution / active EE | $8,812 | $5,326+65.5% | $6,427+37.1% | $3,364+162.0% |
| Participant deferral / active EE | $11,205 | $8,559+30.9% | $9,131+22.7% | $5,569+101.2% |
| Admin fee / account holder | $238 | $103+132.1% | $13,901-98.3% | $79+200.6% |