Filed April 25, 2005
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $1,672 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 36-3608252 | 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 | $212,808 | $91,552+132.4% | $133,956+58.9% | $79,858+166.5% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | 15.29% | 61.85%-46.6pp | 45.09%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $15,035 | $2,384+530.8% | $3,919+283.7% | $2,471+508.5% |
| Participant deferral / active EE | $7,439 | $3,733+99.2% | $5,048+47.4% | $3,740+98.9% |
| Admin fee / account holder | $13 | $6,321-99.8% | $8,927-99.9% | $5,306-99.7% |