Filed August 8, 2008
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 9-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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $49,857 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,754 |
Filed as: MASSACHUSETTS MUTUAL LIE INS CO. Service code 49 · EIN 04-1590850 | Other Services | $2,193 |
AMERICAN CENTURY3 years Service code 49 · EIN 43-0821857 | Other Services | $0 |
Filed as: BNY MELLON Service code 49 · EIN 04-3106135 | Other Services | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 49 · EIN 13-2573775 | Other Services | $0 |
INVESCO1 year Service code 49 · EIN 93-6305075 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 49 · EIN 33-1043149 | Other Services | $0 |
MAINSTAY3 years Service code 49 · EIN 52-2206685 | Other Services | $0 |
NORTHERN FUNDS3 years Service code 49 · EIN 36-3608252 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,427 | $99,957+43.5% | $149,696-4.2% | $73,488+95.2% |
| Participation rate | 96.4% | 75.7%+20.7pp | 82.5%+14.0pp | 70.7%+25.8pp |
| Annual return | 12.82% | 53.87%-41.0pp | 276.60%-263.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,284 | $3,191-28.4% | $4,644-50.8% | $2,270+0.6% |
| Participant deferral / active EE | $7,083 | $6,073+16.6% | $6,842+3.5% | $3,740+89.4% |
| Admin fee / account holder | $232 | $551-58.0% | $9,309-97.5% | $513-54.9% |