Filed January 31, 2006 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $137,236 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $19,425 |
FEDERAL REALTY INVESTMENT TRUST1 year Service code 10 · EIN 52-0782497 | Accounting | $18,375 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,642 | $46,966+154.7% | $185,117-35.4% | $69,631+71.8% |
| Participation rate | 82.6% | 65.3%+17.3pp | 77.3%+5.3pp | 70.7%+11.9pp |
| Annual return | 19.14% | 22.36%-3.2pp | 40.50%-21.4pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,968 | $1,360+44.7% | $4,182-52.9% | $2,032-3.2% |
| Participant deferral / active EE | $7,260 | $3,017+140.6% | $5,045+43.9% | $3,224+125.2% |
| Admin fee / account holder | $364 | $94+287.8% | $8,159-95.5% | $110+229.5% |