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 | $75,569 |
RELIANCE TRUST COMPANY1 year Service code 21 · EIN 58-1428634 | Bank Trustee | $59,329 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 15 · EIN 81-4017317 | Recordkeeping | $51,108 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $34,568 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S. LLP Service code 50 · EIN 34-6565596 | Direct Payment | $26,597 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $179 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 | Shareholder Servicing | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR4 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
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 | $113,107 | $77,197+46.5% | $86,874+30.2% | $93,030+21.6% |
| Participation rate | 85.0% | 78.2%+6.8pp | 71.6%+13.4pp | 73.9%+11.1pp |
| Annual return | 6.84% | 16.31%-9.5pp | 63.52%-56.7pp | 158.70%-151.9pp |
| Employer contribution / active EE | $2,600 | $2,514+3.4% | $2,495+4.2% | $2,706-3.9% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $3,699-100.0% | $4,562-100.0% |
| Admin fee / account holder | $50 | $105-52.5% | $5,828-99.1% | $152-67.1% |