Filed October 19, 2004 (most recent of 3 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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $66,546 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO1+ years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
OAK RIDGE INVESTMENTS, LLC1+ years Service code 28 P.O. BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $0 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,338 | $75,760+44.3% | $123,104-11.2% | $59,188+84.7% |
| Participation rate | 99.7% | 86.0%+13.7pp | 86.8%+12.9pp | 69.4%+30.3pp |
| Annual return | 0.36% | 2.93%-2.6pp | 13.22%-12.9pp | 5.51%-5.1pp |
| Employer contribution / active EE | $4,478 | $3,415+31.1% | $5,151-13.1% | $2,098+113.5% |
| Participant deferral / active EE | $5,199 | $5,000+4.0% | $6,230-16.5% | $3,265+59.3% |
| Admin fee / account holder | $23 | $61-62.4% | $9,015-99.7% | $92-75.2% |