Filed January 6, 2006
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 | $79,311 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,389 | $105,247-22.7% | $87,100-6.6% | $77,787+4.6% |
| Participation rate | 98.1% | 85.8%+12.3pp | 76.9%+21.2pp | 73.2%+24.9pp |
| Annual return | 18.09% | 24.52%-6.4pp | 28.19%-10.1pp | 32.57%-14.5pp |
| Employer contribution / active EE | $5,066 | $2,895+75.0% | $2,521+100.9% | $2,504+102.3% |
| Participant deferral / active EE | $3,459 | $5,060-31.6% | $4,049-14.6% | $3,967-12.8% |
| Admin fee / account holder | $41 | $104-60.9% | $7,497-99.5% | $100-59.2% |