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 16 · EIN 04-2647786 | Consulting | $419,117 |
AFFILIATED MANAGERS GROUP6+ years Service code 60 PO BOX 9793 · PROVIDENCE, RI 02940 | Sub-TA Fees | $0 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 47-1246942 | Investment Management | $0 |
DODGE & COX6+ years Service code 60 430 W 7TH STREET STE 219432 · KANSAS CITY, MO 64105 | 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 |
HARBOR2 years Filed as: HARBOR FUNDS Service code 60 111 SOUTH WACKER DRIVE · CHICAGO, IL 606064302 | Sub-TA Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK Service code 60 270 PARK AVENUE · NEW YORK, NY 10017 | Sub-TA Fees | $0 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 60 · EIN 35-7085469 | Sub-TA Fees | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES FUNDS Service code 60 · EIN 20-8080381 | Sub-TA Fees | $0 |
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 | $108,889 | $114,568-5.0% | $379,746-71.3% | $93,223+16.8% |
| Participation rate | 95.8% | 89.4%+6.4pp | 78.4%+17.4pp | 74.9%+20.9pp |
| Annual return | 19.38% | 16.38%+3.0pp | 34.90%-15.5pp | 19.29%+0.1pp |
| Employer contribution / active EE | $3,004 | $3,213-6.5% | $3,540-15.1% | $2,680+12.1% |
| Participant deferral / active EE | $5,495 | $6,118-10.2% | $6,024-8.8% | $4,563+20.4% |
| Admin fee / account holder | $82 | $72+13.6% | $7,927-99.0% | $79+3.8% |