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 | $49,375 |
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 |
Filed as: PZENA Service code 52 · EIN 39-1982827 | 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 | $42,348 | $47,456-10.8% | $172,739-75.5% | $77,787-45.6% |
| Participation rate | 90.4% | 66.3%+24.1pp | 82.6%+7.8pp | 73.2%+17.2pp |
| Annual return | 98.31% | 35.57%+62.7pp | 802.84%-704.5pp | 32.57%+65.7pp |
| Employer contribution / active EE | $1,046 | $1,574-33.5% | $5,143-79.7% | $2,504-58.2% |
| Participant deferral / active EE | $1,398 | $2,560-45.4% | $5,198-73.1% | $3,967-64.8% |
| Admin fee / account holder | $42 | $81-48.2% | $13,954-99.7% | $100-58.2% |