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 49 · EIN 04-1590850 | Other Services | $1,057,034 |
MCLAREN HEALTH CARE CORPORATION4+ years Service code 10 · EIN 38-2397643 | Accounting | $73,597 |
AMANA MUTUAL FUNDS2 years Service code 52 · EIN 35-6447892 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CRM2 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP2 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Filed as: VOYA FUNDS Service code 52 · EIN 95-4516049 | 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 | $50,413 | $46,969+7.3% | $154,107-67.3% | $73,367-31.3% |
| Participation rate | 85.6% | 72.4%+13.2pp | 83.0%+2.6pp | 69.5%+16.1pp |
| Annual return | -3.38% | 821.68%-825.1pp | 735.12%-738.5pp | 173.45%-176.8pp |
| Employer contribution / active EE | $2,112 | $1,723+22.6% | $5,298-60.1% | $2,499-15.5% |
| Participant deferral / active EE | $3,363 | $3,162+6.4% | $5,081-33.8% | $4,033-16.6% |
| Admin fee / account holder | $53 | $47+14.5% | $13,411-99.6% | $68-22.0% |