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 | $54,843 |
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 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,300 | $52,293-5.7% | $178,490-72.4% | $73,409-32.8% |
| Participation rate | 90.7% | 65.3%+25.3pp | 81.9%+8.7pp | 72.2%+18.5pp |
| Annual return | 14.97% | 34.75%-19.8pp | 151.07%-136.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,157 | $1,735-33.3% | $5,011-76.9% | $2,234-48.2% |
| Participant deferral / active EE | $1,812 | $2,332-22.3% | $5,202-65.2% | $3,805-52.4% |
| Admin fee / account holder | $51 | $127-60.1% | $13,984-99.6% | $158-67.8% |