Filed June 14, 2006
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 10 | Accounting | $34,460 |
Filed as: FIDUCIARY INVESTMENT ADVISORS - PAI Service code 16 · EIN 20-4751585 | Consulting | $22,510 |
BDO USA, LLP2 years Filed as: BDO, LLC Service code 10 · EIN 13-5381590 | Accounting | $11,950 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,545 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
MAINSTAY1 year Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
Filed as: SSGA Service code 52 · EIN 90-0337987 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-2264646 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,172 | $71,192-21.1% | $117,854-52.3% | $62,292-9.8% |
| Participation rate | 35.4% | 74.2%-38.9pp | 79.7%-44.3pp | 69.5%-34.1pp |
| Annual return | 16.79% | 18.66%-1.9pp | 335.08%-318.3pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,298 | $1,934-32.9% | $3,786-65.7% | $2,042-36.4% |
| Participant deferral / active EE | $3,025 | $3,189-5.1% | $4,482-32.5% | $3,169-4.5% |
| Admin fee / account holder | $7 | $587-98.8% | $8,020-99.9% | $479-98.6% |