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 INC3+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $6,686 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
COLUMBIA3+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DWS FUNDS3+ years Filed as: DWS INVESTMENTS Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR FUNDS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES FUNDS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
OPPENHEIMER2 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | 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 | $24,078 | $46,173-47.9% | $170,442-85.9% | $69,631-65.4% |
| Participation rate | 86.8% | 63.9%+22.9pp | 83.6%+3.2pp | 70.7%+16.1pp |
| Annual return | 29.91% | 21.62%+8.3pp | 205.93%-176.0pp | 27571.02%-27541.1pp |
| Employer contribution / active EE | $1,843 | $1,610+14.5% | $5,433-66.1% | $2,032-9.3% |
| Participant deferral / active EE | $3,996 | $2,080+92.1% | $4,939-19.1% | $3,224+24.0% |
| Admin fee / account holder | $11 | $116-90.5% | $13,880-99.9% | $110-90.0% |