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 GROUP3 years Filed as: PFE ADVISORS, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $67,390 |
ARONSON LLC3 years Service code 10 · EIN 37-1611326 | Accounting | $28,750 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,815 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 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 EAGLE3 years Service code 52 · EIN 13-3392291 | Indirect Investment Fees | $0 |
INVESCO2 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,310 | $102,389+92.7% | $100,516+96.3% | $90,288+118.5% |
| Participation rate | 99.7% | 84.0%+15.7pp | 79.4%+20.3pp | 73.4%+26.3pp |
| Annual return | 15.63% | 22.50%-6.9pp | 30.89%-15.3pp | 53.97%-38.3pp |
| Employer contribution / active EE | $7,568 | $3,056+147.6% | $3,418+121.5% | $2,524+199.8% |
| Participant deferral / active EE | $10,164 | $7,514+35.3% | $6,270+62.1% | $4,232+140.1% |
| Admin fee / account holder | $54 | $83-35.5% | $8,081-99.3% | $114-52.9% |