Filed April 20, 2007
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $207,191 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 81-3250124 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
VICTORY2 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $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 | $76,840 | $95,776-19.8% | $162,163-52.6% | $77,787-1.2% |
| Participation rate | 95.9% | 88.6%+7.2pp | 87.6%+8.3pp | 73.2%+22.7pp |
| Annual return | 21.99% | 37.03%-15.0pp | 115.59%-93.6pp | 32.57%-10.6pp |
| Employer contribution / active EE | $2,377 | $3,874-38.6% | $5,614-57.7% | $2,504-5.1% |
| Participant deferral / active EE | $4,974 | $6,125-18.8% | $7,298-31.8% | $3,967+25.4% |
| Admin fee / account holder | $134 | $88+52.7% | $10,843-98.8% | $100+33.8% |