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 | $85,236 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 15 · EIN 81-4017317 | Recordkeeping | $50,991 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $50,268 |
ERNST & YOUNG LLP2 years Service code 50 · EIN 34-6565596 | Direct Payment | $22,954 |
VAN IWAARDEN ASSOCIATES3 years Service code 50 · EIN 41-1894458 | Direct Payment | $6,218 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $569 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Participant contribution per participant 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 | $112,413 | $72,066+56.0% | $81,930+37.2% | $90,288+24.5% |
| Participation rate | 85.4% | 78.9%+6.5pp | 72.0%+13.4pp | 73.4%+12.1pp |
| Annual return | 13.87% | 15.92%-2.1pp | 29.49%-15.6pp | 53.97%-40.1pp |
| Employer contribution / active EE | $2,556 | $2,335+9.5% | $4,310-40.7% | $2,524+1.3% |
| Participant deferral / active EE | $0 | $3,557-100.0% | $7,107-100.0% | $4,232-100.0% |
| Admin fee / account holder | $57 | $92-38.5% | $5,158-98.9% | $114-50.1% |