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 | $994,099 |
MCLAREN HEALTH CARE CORPORATION5+ years Service code 10 · EIN 38-2397643 | Accounting | $73,300 |
AMANA MUTUAL FUNDS3 years Service code 52 · EIN 35-6447892 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CRM3 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP3 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
NATIXIS FUNDS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | 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 | $61,319 | $58,202+5.4% | $172,739-64.5% | $89,569-31.5% |
| Participation rate | 84.1% | 72.8%+11.3pp | 82.6%+1.5pp | 69.6%+14.5pp |
| Annual return | 22.49% | 61.59%-39.1pp | 802.84%-780.4pp | 34.56%-12.1pp |
| Employer contribution / active EE | $2,105 | $1,759+19.7% | $5,143-59.1% | $2,584-18.5% |
| Participant deferral / active EE | $3,382 | $3,335+1.4% | $5,198-34.9% | $4,220-19.9% |
| Admin fee / account holder | $49 | $53-6.9% | $13,954-99.6% | $72-31.7% |