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 | $398,872 |
VISIONS INC3 years Service code 16 · EIN 41-1638459 | Consulting | $8,178 |
AFFILIATED MANAGERS GROUP4+ years Service code 60 PO BOX 9793 · PROVIDENCE, RI 02940 | Sub-TA Fees | $0 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 47-1246942 | Investment Management | $0 |
DODGE & COX4+ years Service code 60 PO BOX 219432 · KANSAS CITY, MO 64121 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
THE HARTFORD1 year Filed as: HARTFORD MUTUAL FUNDS Service code 60 · EIN 41-0679409 | Sub-TA Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 60 270 PARK AVENUE · NEW YORK, NY 10017 | Sub-TA Fees | $0 |
OAKMARK2 years Service code 60 PO BOX 219432 · KANSAS CITY, MO 64121 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,158 | $118,101+27.1% | $106,387+41.1% | $75,289+99.4% |
| Participation rate | 95.4% | 81.4%+14.0pp | 77.5%+18.0pp | 72.4%+23.0pp |
| Annual return | -13.90% | -2.42%-11.5pp | 0.25%-14.2pp | -0.04%-13.9pp |
| Employer contribution / active EE | $5,364 | $2,880+86.2% | $3,520+52.4% | $2,405+123.0% |
| Participant deferral / active EE | $9,536 | $4,681+103.7% | $5,421+75.9% | $3,739+155.1% |
| Admin fee / account holder | $113 | $85+33.5% | $7,510-98.5% | $102+10.3% |