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 |
|---|---|---|
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
OAK RIDGE INVESTMENTS, LLC3+ years Service code 28 P.O. BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $0 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | 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 | $134,184 | $89,274+50.3% | $149,718-10.4% | $77,958+72.1% |
| Participation rate | 99.5% | 87.6%+11.8pp | 87.1%+12.4pp | 71.6%+27.8pp |
| Annual return | 17.06% | 20.36%-3.3pp | 1501.63%-1484.6pp | 20.87%-3.8pp |
| Employer contribution / active EE | $4,868 | $3,727+30.6% | $5,445-10.6% | $2,310+110.7% |
| Participant deferral / active EE | $5,619 | $5,382+4.4% | $6,569-14.5% | $3,537+58.9% |
| Admin fee / account holder | $5 | $240-97.8% | $11,283-100.0% | $97-94.6% |