Filed December 19, 2011
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 9-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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,710 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $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 | $49,002 | $69,305-29.3% | $82,313-40.5% | $69,631-29.6% |
| Participation rate | 94.4% | 80.3%+14.1pp | 76.9%+17.5pp | 70.7%+23.7pp |
| Annual return | 19.41% | 21.47%-2.1pp | 25.88%-6.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $920 | $1,887-51.2% | $2,428-62.1% | $2,032-54.7% |
| Participant deferral / active EE | $3,923 | $3,568+9.9% | $3,706+5.9% | $3,224+21.7% |
| Admin fee / account holder | $17 | $97-82.5% | $5,608-99.7% | $110-84.6% |