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 49 · EIN 04-1590850 | Other Services | $54,874 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $24,811 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
PNC BANK, N.A.2 years Filed as: PNC FUNDS Service code 52 · EIN 26-1900849 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS2 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,437 | $66,302-23.9% | $110,238-54.2% | $56,287-10.4% |
| Participation rate | 97.6% | 74.9%+22.7pp | 79.8%+17.8pp | 69.9%+27.8pp |
| Annual return | -5.84% | -1.18%-4.7pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,387 | $2,047-32.2% | $3,826-63.7% | $2,111-34.3% |
| Participant deferral / active EE | $4,133 | $3,381+22.2% | $4,672-11.5% | $3,350+23.4% |
| Admin fee / account holder | $298 | $698-57.3% | $8,547-96.5% | $521-42.8% |