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 INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $17,302 |
ALLIANZ GLOBAL INVESTORS2 years Filed as: ALLIANZ FUNDS Service code 28 · EIN 02-0639354 | Investment Management | $0 |
AMERICAN CENTURY7+ years Filed as: AMERICAN CENTURY FUNDS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
COLUMBIA6 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4507257 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR CAPITAL Service code 28 | Investment Management | $0 |
HARBOR7+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,566 | $61,052+5.8% | $142,863-54.8% | $79,386-18.7% |
| Participation rate | 31.8% | 60.1%-28.4pp | 71.9%-40.2pp | 70.7%-38.9pp |
| Annual return | 15.15% | 16.02%-0.9pp | 5637.54%-5622.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $891 | $1,481-39.8% | $4,144-78.5% | $2,427-63.3% |
| Participant deferral / active EE | $1,891 | $2,879-34.3% | $3,837-50.7% | $4,046-53.3% |
| Admin fee / account holder | $115 | $659-82.6% | $6,560-98.3% | $626-81.7% |