Filed June 14, 2008 (most recent of 6 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $1,168,521 |
MCLAREN HEALTH CARE CORPORATION3+ years Service code 10 · EIN 38-2397643 | Accounting | $74,488 |
AMANA MUTUAL FUNDS1 year Service code 52 · EIN 35-6447892 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CRM1 year Service code 52 · EIN 13-3156718 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP1 year Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 52-1538909 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 04-3200027 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,707 | $53,684-1.8% | $170,442-69.1% | $80,976-34.9% |
| Participation rate | 84.8% | 69.2%+15.6pp | 83.6%+1.2pp | 68.3%+16.5pp |
| Annual return | 17.21% | 25.97%-8.8pp | 205.93%-188.7pp | 22.91%-5.7pp |
| Employer contribution / active EE | $2,056 | $1,642+25.2% | $5,433-62.2% | $2,402-14.4% |
| Participant deferral / active EE | $3,149 | $3,017+4.4% | $4,939-36.2% | $3,848-18.2% |
| Admin fee / account holder | $61 | $46+32.2% | $13,880-99.6% | $67-9.2% |