Filed October 18, 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 |
|---|---|---|
THE PFE GROUP2 years Filed as: PFE ADVISORS, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $81,890 |
ARONSON LLC2 years Service code 50 · EIN 37-1611326 | Direct Payment | $38,343 |
Service code 49 · EIN 04-1590850 | Other Services | $18,050 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FIRST EAGLE2 years Service code 52 · EIN 13-3392291 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | 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 | $177,514 | $86,338+105.6% | $91,989+93.0% | $77,787+128.2% |
| Participation rate | 98.3% | 82.9%+15.4pp | 78.6%+19.7pp | 73.2%+25.1pp |
| Annual return | 22.50% | 29.65%-7.2pp | 69.02%-46.5pp | 32.57%-10.1pp |
| Employer contribution / active EE | $4,607 | $2,988+54.2% | $3,452+33.5% | $2,504+83.9% |
| Participant deferral / active EE | $10,226 | $6,908+48.0% | $5,923+72.7% | $3,967+157.8% |
| Admin fee / account holder | $68 | $79-14.2% | $7,743-99.1% | $100-31.9% |