Filed July 21, 2010
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 |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,553 |
COLUMBIA1+ years Filed as: COLUMBIA FUND Service code 28 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DWS FUNDS1+ years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES FUNDS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
PIMCO FUNDS1+ years Service code 28 · EIN 33-0629048 | Investment Management | $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 | $21,999 | $37,117-40.7% | $147,614-85.1% | $55,191-60.1% |
| Participation rate | 85.8% | 63.6%+22.2pp | 84.6%+1.1pp | 69.2%+16.6pp |
| Annual return | 10.89% | 3.44%+7.4pp | 61.98%-51.1pp | 10.78%+0.1pp |
| Employer contribution / active EE | $1,785 | $1,620+10.1% | $5,564-67.9% | $1,899-6.0% |
| Participant deferral / active EE | $3,987 | $1,985+100.8% | $4,895-18.5% | $3,046+30.9% |
| Admin fee / account holder | $5 | $86-94.6% | $11,611-100.0% | $91-94.9% |