Filed May 1, 2007 (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 |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $10,915 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ FUNDS Service code 28 · EIN 02-0639354 | Investment Management | $0 |
AMERICAN CENTURY6+ years Filed as: AMERICAN CENTURY FUNDS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
MANAGERS FUNDS1 year Filed as: AMG MGRS FUNDS Service code 28 ONE STAMFORD PLAZA · STAMFORD, CT 06901 | Investment Management | $0 |
COLUMBIA5 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4507257 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON FUNDS Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR6+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,335 | $53,901+13.8% | $134,143-54.3% | $73,488-16.5% |
| Participation rate | 40.5% | 62.8%-22.3pp | 72.2%-31.7pp | 70.7%-30.2pp |
| Annual return | 18.88% | 15.82%+3.1pp | 36.33%-17.4pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,156 | $1,458-20.7% | $3,704-68.8% | $2,270-49.1% |
| Participant deferral / active EE | $2,429 | $2,739-11.3% | $3,499-30.6% | $3,740-35.0% |
| Admin fee / account holder | $78 | $581-86.6% | $6,684-98.8% | $513-84.8% |