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 16 | Consulting | $35,600 |
MARCUM LLP2 years Service code 10 · EIN 01-1986323 | Accounting | $10,300 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,572 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: FIDUCIARY INVESTMENT ADVISORS - PAI Service code 16 · EIN 20-4751585 | Consulting | $0 |
INVESCO1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
MAINSTAY3 years Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
STATE STREET GLOBAL ADVISORS3 years Filed as: SSGA Service code 52 · EIN 90-0337987 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
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.
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 | $65,276 | $86,332-24.4% | $125,175-47.9% | $65,185+0.1% |
| Participation rate | 74.3% | 75.3%-1.1pp | 79.8%-5.5pp | 70.2%+4.1pp |
| Annual return | 23.07% | 27.43%-4.4pp | 43.79%-20.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,640 | $2,040+29.4% | $3,865-31.7% | $2,177+21.3% |
| Participant deferral / active EE | $7,062 | $3,537+99.7% | $4,937+43.1% | $3,514+101.0% |
| Admin fee / account holder | $8 | $609-98.6% | $9,702-99.9% | $847-99.0% |