Filed May 1, 2009 (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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,230 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $9,107 |
AMERICAN CENTURY1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-2745039 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
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 | $50,200 | $81,537-38.4% | $149,718-66.5% | $69,631-27.9% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.1%+7.9pp | 70.7%+24.3pp |
| Annual return | 16.00% | 22.79%-6.8pp | 1501.63%-1485.6pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,923 | $3,239-40.6% | $5,445-64.7% | $2,032-5.4% |
| Participant deferral / active EE | $3,031 | $4,994-39.3% | $6,569-53.9% | $3,224-6.0% |
| Admin fee / account holder | $59 | $107-44.5% | $11,283-99.5% | $110-46.3% |