Filed November 19, 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.
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 | $247,370 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $107,498 |
Filed as: MASSMUTUAL Service code 50 · EIN 04-1590850 | Direct Payment | $5,741 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-3020895 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0352823 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-1202943 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,607 | $74,552-44.2% | $62,995-34.0% | $69,631-40.2% |
| Participation rate | 89.5% | 78.3%+11.2pp | 74.8%+14.7pp | 70.7%+18.8pp |
| Annual return | 20.57% | 15.77%+4.8pp | 87.57%-67.0pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $1,960 | $2,929-33.1% | $2,759-29.0% | $2,032-3.5% |
| Participant deferral / active EE | $4,453 | $2,974+49.7% | $3,329+33.8% | $3,224+38.1% |
| Admin fee / account holder | $179 | $59+200.7% | $3,600-95.0% | $110+61.7% |