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 | $277,964 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $53,796 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 49 · EIN 81-4017137 | Other Services | $24,787 |
ERNST & YOUNG LLP2 years Service code 50 · EIN 34-6565596 | Direct Payment | $22,400 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $13,175 |
VAN IWAARDEN ASSOCIATES1 year Service code 50 · EIN 41-1894458 | Direct Payment | $10,338 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,009 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR2 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $60,752 | $65,708-7.5% | $76,817-20.9% | $77,787-21.9% |
| Participation rate | 68.7% | 79.0%-10.3pp | 72.1%-3.4pp | 73.2%-4.5pp |
| Annual return | -6.46% | 49.86%-56.3pp | 1166.11%-1172.6pp | 32.57%-39.0pp |
| Employer contribution / active EE | $535 | $2,167-75.3% | $2,302-76.8% | $2,504-78.6% |
| Participant deferral / active EE | $1,838 | $3,254-43.5% | $3,336-44.9% | $3,967-53.7% |
| Admin fee / account holder | $118 | $91+30.3% | $6,420-98.2% | $100+18.2% |