Filed December 31, 2004
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 52 · EIN 04-1590850 | Indirect Investment Fees | $52,398 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $21,448 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
PNC BANK, N.A.1 year Filed as: PNC FUNDS Service code 52 · EIN 23-7801381 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS1 year Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | 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 | $53,467 | $71,192-24.9% | $117,854-54.6% | $62,292-14.2% |
| Participation rate | 97.1% | 74.2%+22.8pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 18.17% | 18.66%-0.5pp | 335.08%-316.9pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,330 | $1,934-31.2% | $3,786-64.9% | $2,042-34.9% |
| Participant deferral / active EE | $4,100 | $3,189+28.6% | $4,482-8.5% | $3,169+29.4% |
| Admin fee / account holder | $285 | $587-51.5% | $8,020-96.4% | $479-40.6% |