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 · EIN 22-2919486 | Accounting | $53,355 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,440 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MAINSTAY4 years Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
STATE STREET GLOBAL ADVISORS4 years Filed as: SSGA Service code 52 · EIN 90-0337987 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE HARTFORD4 years Service code 52 · EIN 13-3317783 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,466 | $81,474-8.6% | $133,956-44.4% | $73,488+1.3% |
| Participation rate | 64.5% | 76.4%-11.8pp | 79.8%-15.3pp | 70.7%-6.2pp |
| Annual return | 20.52% | 19.40%+1.1pp | 45.09%-24.6pp | 28.51%-8.0pp |
| Employer contribution / active EE | $2,352 | $2,209+6.5% | $3,919-40.0% | $2,270+3.6% |
| Participant deferral / active EE | $5,847 | $3,786+54.4% | $5,048+15.8% | $3,740+56.4% |
| Admin fee / account holder | $8 | $713-98.9% | $8,927-99.9% | $513-98.5% |