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 | $994,404 |
MCLAREN HEALTH CARE CORPORATION7+ years Service code 10 · EIN 38-2397643 | Accounting | $90,052 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $6,680 |
AMANA MUTUAL FUNDS5 years Service code 52 · EIN 35-6447892 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CRM5 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP5 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $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 | $70,459 | $68,062+3.5% | $185,823-62.1% | $106,520-33.9% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.7%+11.8pp | 71.3%+22.2pp |
| Annual return | 19.79% | 18.20%+1.6pp | 122.05%-102.3pp | 19.28%+0.5pp |
| Employer contribution / active EE | $2,198 | $1,997+10.0% | $5,167-57.5% | $2,840-22.6% |
| Participant deferral / active EE | $3,788 | $3,990-5.1% | $5,568-32.0% | $4,948-23.4% |
| Admin fee / account holder | $43 | $53-18.5% | $16,237-99.7% | $75-42.3% |