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 | $33,821 |
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 |
Filed as: VOYA FUNDS Service code 52 · EIN 95-4516049 | Indirect Investment Fees | $0 |
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 | $31,070 | $46,173-32.7% | $170,442-81.8% | $69,631-55.4% |
| Participation rate | 84.8% | 63.9%+20.9pp | 83.6%+1.2pp | 70.7%+14.1pp |
| Annual return | 17.76% | 21.62%-3.9pp | 205.93%-188.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,536 | $1,610-4.6% | $5,433-71.7% | $2,032-24.4% |
| Participant deferral / active EE | $2,051 | $2,080-1.4% | $4,939-58.5% | $3,224-36.4% |
| Admin fee / account holder | $60 | $116-48.0% | $13,880-99.6% | $110-45.4% |