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 ADVISORS4+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
HARBOR4+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO ADVISERS INC Service code 28 · EIN 76-0528004 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS CAPITAL LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $0 |
Filed as: OAK RIDGE INVESTMENTS LLC Service code 28 | Investment Management | $0 |
OAK RIDGE INVESTMENTS, LLC4+ years Service code 28 P.O. BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $0 |
VICTORY1 year Filed as: VICTORY CAPITAL INC. Service code 28 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Investment Management | $0 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 | 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 | $123,669 | $82,546+49.8% | $140,016-11.7% | $75,289+64.3% |
| Participation rate | 99.9% | 88.4%+11.5pp | 87.5%+12.4pp | 72.4%+27.5pp |
| Annual return | -4.36% | -0.36%-4.0pp | 651.12%-655.5pp | -0.04%-4.3pp |
| Employer contribution / active EE | $5,105 | $3,856+32.4% | $5,606-8.9% | $2,405+112.3% |
| Participant deferral / active EE | $5,976 | $5,731+4.3% | $6,927-13.7% | $3,739+59.8% |
| Admin fee / account holder | $23 | $86-73.5% | $10,705-99.8% | $102-77.8% |