Filed April 3, 2000 (most recent of 2 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 37 · EIN 04-2647786 | Loan Processing | $34,646 |
AFFILIATED MANAGERS GROUP1+ years Service code 60 P.O. BOX 9793 · PROVIDENCE, RI 02940 | Sub-TA Fees | $0 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON ADVISORS, INC. Service code 60 225 FRANKLIN STREET · BOSTON, MA 02111 | Sub-TA Fees | $0 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 23-2784752 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 95-4592108 | Investment Management | $0 |
DODGE & COX1+ years Service code 60 · EIN 04-2526037 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENT INSTITUIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD1+ years Filed as: HARTFORD Service code 60 · EIN 41-0679409 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,789 | $67,505+28.6% | $105,218-17.5% | $67,505+28.6% |
| Participation rate | 90.0% | 71.2%+18.8pp | 77.2%+12.8pp | 71.2%+18.8pp |
| Annual return | -2.38% | 6.52%-8.9pp | 5.33%-7.7pp | 6.52%-8.9pp |
| Employer contribution / active EE | $2,835 | $2,173+30.5% | $3,255-12.9% | $2,173+30.5% |
| Participant deferral / active EE | $4,848 | $3,597+34.8% | $4,867-0.4% | $3,597+34.8% |
| Admin fee / account holder | $5 | $56-90.9% | $6,992-99.9% | $56-90.9% |