Filed December 14, 2015 (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 49 · EIN 04-1590850 | Other Services | $47,655 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIONEER3 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1784828 | Indirect Investment Fees | $0 |
TIAA3 years Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,880 | $88,515+3.8% | $162,163-43.3% | $67,579+36.0% |
| Participation rate | 96.1% | 86.8%+9.3pp | 87.6%+8.5pp | 71.3%+24.8pp |
| Annual return | 20.74% | 27.04%-6.3pp | 115.59%-94.9pp | 378.56%-357.8pp |
| Employer contribution / active EE | $4,467 | $3,563+25.4% | $5,614-20.4% | $2,148+108.0% |
| Participant deferral / active EE | $3,604 | $5,724-37.0% | $7,298-50.6% | $3,539+1.8% |
| Admin fee / account holder | $98 | $124-21.0% | $10,843-99.1% | $142-31.4% |