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 INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,550 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUND Service code 28 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DWS FUNDS2+ 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 |
HARBOR2+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES FUNDS Service code 28 · EIN 04-3200030 | 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 | $19,529 | $36,916-47.1% | $156,549-87.5% | $57,658-66.1% |
| Participation rate | 89.4% | 63.4%+26.0pp | 84.0%+5.4pp | 70.2%+19.2pp |
| Annual return | 15.95% | 12.38%+3.6pp | 32.23%-16.3pp | 5.13%+10.8pp |
| Employer contribution / active EE | $1,770 | $1,571+12.7% | $5,501-67.8% | $1,974-10.3% |
| Participant deferral / active EE | $3,700 | $1,926+92.2% | $4,871-24.0% | $3,061+20.9% |
| Admin fee / account holder | $6 | $82-92.9% | $13,027-100.0% | $95-93.8% |