Filed December 23, 2005
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 |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $67,603 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN FUND Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON3 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT4 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUND Service code 28 · EIN 04-2747644 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,955 | $65,435+57.3% | $86,677+18.8% | $66,914+53.9% |
| Participation rate | 92.5% | 75.5%+17.0pp | 76.6%+15.9pp | 69.8%+22.7pp |
| Annual return | -12.24% | -10.89%-1.4pp | 35.91%-48.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,353 | $2,153-37.2% | $2,836-52.3% | $2,544-46.8% |
| Participant deferral / active EE | $4,135 | $4,100+0.8% | $4,656-11.2% | $4,237-2.4% |
| Admin fee / account holder | $376 | $642-41.4% | $7,493-95.0% | $593-36.7% |