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 | $277,515 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $121,771 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-3020895 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0352823 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,882 | $70,083-43.1% | $59,878-33.4% | $55,725-28.4% |
| Participation rate | 86.8% | 78.4%+8.5pp | 74.7%+12.1pp | 70.9%+16.0pp |
| Annual return | -4.49% | 3.13%-7.6pp | 3.46%-7.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,212 | $2,878-23.2% | $2,722-18.7% | $2,078+6.4% |
| Participant deferral / active EE | $4,580 | $3,079+48.8% | $3,402+34.6% | $3,356+36.5% |
| Admin fee / account holder | $194 | $70+176.0% | $3,590-94.6% | $115+68.5% |