Filed November 29, 2005
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 |
|---|---|---|
401K ADVISORS INC3 years Filed as: 401K ADVISORS INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Service code 49 · EIN 04-1590850 | Other Services | $2,513 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $151,831 | $69,231+119.3% | $91,989+65.1% | $67,579+124.7% |
| Participation rate | 98.0% | 78.9%+19.1pp | 78.6%+19.4pp | 71.3%+26.7pp |
| Annual return | 23.47% | 32.03%-8.6pp | 69.02%-45.6pp | 378.56%-355.1pp |
| Employer contribution / active EE | $6,122 | $2,284+168.0% | $3,452+77.3% | $2,148+185.0% |
| Participant deferral / active EE | $9,289 | $5,854+58.7% | $5,923+56.8% | $3,539+162.5% |
| Admin fee / account holder | $8 | $107-92.7% | $7,743-99.9% | $142-94.5% |