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 INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Service code 49 · EIN 04-1590850 | Other Services | $1,616 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
INVESCO2 years 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 BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,984 | $78,781+115.8% | $100,516+69.1% | $73,409+131.6% |
| Participation rate | 98.8% | 80.0%+18.8pp | 79.4%+19.4pp | 72.2%+26.6pp |
| Annual return | 15.36% | 31.69%-16.3pp | 30.89%-15.5pp | 59.29%-43.9pp |
| Employer contribution / active EE | $6,570 | $2,420+171.5% | $3,418+92.2% | $2,234+194.1% |
| Participant deferral / active EE | $9,724 | $6,537+48.8% | $6,270+55.1% | $3,805+155.5% |
| Admin fee / account holder | $5 | $145-96.7% | $8,081-99.9% | $158-97.0% |