Filed January 30, 2006 (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 7-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 |
|---|---|---|
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN INVESTMENT INC Service code 52 · EIN 13-2624428 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 52 PO BOX 55824 · BOSTON, MA 02205 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Filed as: METROPOLITAN WEST ASSET LLC Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: MML INVESTMENT ADVISERS LLC Service code 52 | Indirect Investment Fees | $0 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 12.3%-12.3pp | 44.4%-44.4pp |
| Annual return | -5.80% | -11.90%+6.1pp | -5.16%-0.6pp | -14.65%+8.8pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,631-100.0% |