Filed February 3, 2005 (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 |
|---|---|---|
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,027,232 |
CRAMER ROSENTHAL MCGLYNN LLC6+ years Service code 28 · EIN 13-3977282 | Investment Management | $1,728,660 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,537,558 |
GOLDMAN SACHS6+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $416,806 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $372,466 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,740 | $430,560-23.0% | $98,907+235.4% | $106,222+212.3% |
| Participation rate | 98.2% | 86.2%+12.0pp | 76.0%+22.2pp | 70.8%+27.4pp |
| Annual return | 13.03% | 17.89%-4.9pp | 196.43%-183.4pp | 21.69%-8.7pp |
| Employer contribution / active EE | $8,065 | $6,804+18.5% | $2,689+199.9% | $2,723+196.1% |
| Participant deferral / active EE | $13,258 | $9,623+37.8% | $4,244+212.4% | $4,600+188.2% |
| Admin fee / account holder | $248 | $220+12.7% | $6,642-96.3% | $78+216.9% |