Filed October 31, 2005 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE Service code 28 · EIN 53-0181291 | Investment Management | $17,702 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 733 MARQUETTE AVENUE S · MINNEAPOLIS, MN 55479 | Bank Trustee | $13,564 |
AMERICAN FUNDS2+ years Service code 28 · EIN 22-1557722 ONE MARKET - STEUART TOWER · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
BAIRD FUNDS1 year Filed as: BAIRD FUNDS INC Service code 28 · EIN 39-2002095 C/O U.S. BANCORP FUND SERVICES, LLC · MILWAUKEE, WI 532010701 | Investment Management | $0 |
BAIRD FUNDS2+ years Filed as: BAIRD FUNDS, INC Service code 52 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2+ years Service code 28 · EIN 27-1346874 DIMENSIONAL PLACE · AUSTIN, TX 78746 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 · EIN 34-1570746 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 52 | Indirect Investment Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE FUNDS Service code 28 · EIN 13-2624428 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE FUNDS Service code 28 · EIN 52-1424600 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $0 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -100.33% | 0.80%-101.1pp | 5.44%-105.8pp | 4.16%-104.5pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |