Filed October 26, 2004
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 |
|---|---|---|
BENEFIT SERVICES GROUP, INC.3+ years Service code 13 · EIN 36-4275117 | Contract Administrator | $12,275 |
Filed as: FIRST HEARTLAND CONSULTANTS INC. Service code 27 · EIN 43-1635589 | Advisory (Plan) | $6,333 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,265 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 39-1777365 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | 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 | $81,587 | $45,324+80.0% | $122,332-33.3% | $69,631+17.2% |
| Participation rate | 94.3% | 59.9%+34.4pp | 71.6%+22.7pp | 70.7%+23.6pp |
| Annual return | 20.00% | 25.35%-5.3pp | 30.27%-10.3pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $729 | $1,230-40.7% | $4,050-82.0% | $2,032-64.1% |
| Participant deferral / active EE | $7,058 | $2,367+198.2% | $3,287+114.7% | $3,224+118.9% |
| Admin fee / account holder | $9 | $87-89.9% | $5,478-99.8% | $110-92.0% |