Filed July 31, 2019 (most recent of 2 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $24,476 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $10,200 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON ADVISORS, INC. Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
BUFFALO FUNDS1+ years Filed as: KORNITZER CAPITAL MANAGEMENT INC Service code 28 5420 W. 61ST PLACE · SHAWNEE MISSION, KS 66205 | Investment Management | $0 |
LITMAN GREGORY FUND ADVISORS LLC1+ years Service code 28 4 ORINDA WAY · ORINDA, CA 94563 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 95-2632339 | Investment Management | $0 |
PARNASSUS1+ years Filed as: PARNASSUS INVESTMENTS Service code 28 · EIN 94-6579180 | Investment Management | $0 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS, INC. Service code 28 · EIN 06-1194217 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,088 | $37,117+64.6% | $147,614-58.6% | $55,191+10.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 1.90% | 3.44%-1.5pp | 61.98%-60.1pp | 10.78%-8.9pp |
| Employer contribution / active EE | $4,914 | $1,620+203.2% | $5,564-11.7% | $1,899+158.8% |
| Participant deferral / active EE | $4,026 | $1,985+102.8% | $4,895-17.8% | $3,046+32.2% |
| Admin fee / account holder | $11 | $86-87.7% | $11,611-99.9% | $91-88.4% |