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 | $1,000,639 |
MCLAREN HEALTH CARE CORPORATION6+ years Service code 15 · EIN 38-2397643 | Recordkeeping | $72,213 |
AMANA MUTUAL FUNDS4 years Service code 52 · EIN 35-6447892 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CRM4 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP4 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
HARBOR2 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
MAINSTAY1 year Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $0 |
NATIXIS FUNDS4 years Service code 52 · EIN 52-2257782 | 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 | $70,851 | $66,513+6.5% | $178,490-60.3% | $106,222-33.3% |
| Participation rate | 85.7% | 73.8%+11.9pp | 81.9%+3.7pp | 70.8%+14.9pp |
| Annual return | 15.83% | 21.81%-6.0pp | 151.07%-135.2pp | 21.69%-5.9pp |
| Employer contribution / active EE | $2,201 | $1,776+23.9% | $5,011-56.1% | $2,723-19.2% |
| Participant deferral / active EE | $3,600 | $3,679-2.2% | $5,202-30.8% | $4,600-21.7% |
| Admin fee / account holder | $49 | $53-8.2% | $13,984-99.6% | $78-37.4% |