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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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% |