Filed February 25, 2009 (most recent of 6 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 |
|---|---|---|
AON CONSULTING1 year Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $65,441 |
Filed as: CAPTRUST ADVISORS LLC Service code 27 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $63,840 |
KPMG LLP2+ years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $42,250 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $40,949 |
Filed as: TOWER WATSON Service code 16 28025 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $7,518 |
T ROWE PRICE RPS INC1 year Service code 38 100 EAST PRATT ST · BALTIMORE, MD 21202 | Participant Communication | $4,006 |
AMERICAN FUNDS2+ years Filed as: AMERICAN FUNDS EUROPAC Service code 28 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Investment Management | $0 |
Filed as: DFA US SMALL CAP INST Service code 28 6300 BEE CAVE ROAD, BUILDING ONE · AUSTIN, TX 78746 | Investment Management | $0 |
DODGE & COX1 year Filed as: DODGE & COX STOCK FUND Service code 28 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 | Investment Management | $0 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $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 | $127,832 | $80,354+59.1% | $133,980-4.6% | $63,975+99.8% |
| Participation rate | 98.3% | 87.5%+10.8pp | 87.1%+11.2pp | 71.1%+27.1pp |
| Annual return | 9.86% | 13.11%-3.2pp | 29.30%-19.4pp | 48.65%-38.8pp |
| Employer contribution / active EE | $6,709 | $3,503+91.5% | $5,211+28.7% | $2,182+207.5% |
| Participant deferral / active EE | $7,177 | $5,239+37.0% | $6,282+14.3% | $3,356+113.8% |
| Admin fee / account holder | $79 | $69+14.2% | $9,324-99.2% | $70+12.4% |