Filed December 10, 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 8-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 INC5+ years Filed as: T ROWE PRICE Service code 26 · EIN 52-2264646 | Advisory (Participants) | $275,162 |
TIAA5+ years Filed as: TIAA CREF Service code 26 · EIN 13-1624203 | Advisory (Participants) | $145,870 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS Service code 26 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Advisory (Participants) | $12,697 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BEACON ADVISORS Service code 26 220 EAST LAS COLINAS BLVD · IRVING, TX 75039 | Advisory (Participants) | $8,544 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 26 865 S. FIGUEROA STREET · LOS ANGELES, CA 90017 | Advisory (Participants) | $6,411 |
DELAWARE INVESTMENTS5+ years Service code 26 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Participants) | $6,020 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 26 | Advisory (Participants) | $4,399 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD FUNDS Service code 26 P.O. BOX 982903 · EL PASO, TX 799982903 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,051 | $84,948+23.7% | $70,449+49.1% | $73,409+43.1% |
| Participation rate | 56.4% | 79.9%-23.5pp | 75.1%-18.6pp | 72.2%-15.7pp |
| Annual return | 4.59% | 13.39%-8.8pp | 109.03%-104.4pp | 59.29%-54.7pp |
| Employer contribution / active EE | $2,058 | $2,834-27.4% | $2,737-24.8% | $2,234-7.9% |
| Participant deferral / active EE | $2,994 | $3,387-11.6% | $3,709-19.3% | $3,805-21.3% |
| Admin fee / account holder | $67 | $98-32.2% | $3,845-98.3% | $158-57.9% |