Filed February 27, 2003
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 | $123,991 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 49 · EIN 81-4017317 | Other Services | $51,150 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $48,262 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $34,549 |
ERNST & YOUNG LLP1 year Service code 50 · EIN 34-6565596 | Direct Payment | $19,000 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $11,034 |
VAN IWAARDEN ASSOCIATES2 years Service code 50 · EIN 41-1894458 | Direct Payment | $10,065 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $835 |
Service code 59 | Shareholder Servicing | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,813 | $65,708+58.0% | $76,817+35.1% | $77,787+33.5% |
| Participation rate | 86.9% | 79.0%+8.0pp | 72.1%+14.9pp | 73.2%+13.7pp |
| Annual return | 2.24% | 49.86%-47.6pp | 1166.11%-1163.9pp | 32.57%-30.3pp |
| Employer contribution / active EE | $2,662 | $2,167+22.8% | $2,302+15.6% | $2,504+6.3% |
| Participant deferral / active EE | $0 | $3,254-100.0% | $3,336-100.0% | $3,967-100.0% |
| Admin fee / account holder | $62 | $91-31.6% | $6,420-99.0% | $100-37.9% |