Filed August 23, 2002
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,985 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN CAPITAL MANAGEMENT Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS2 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
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 | $47,810 | $48,576-1.6% | $169,463-71.8% | $56,287-15.1% |
| Participation rate | 91.7% | 65.8%+25.9pp | 77.8%+13.9pp | 69.9%+21.9pp |
| Annual return | -3.58% | -2.51%-1.1pp | 1.83%-5.4pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,495 | $1,559+188.3% | $4,159+8.1% | $2,111+112.9% |
| Participant deferral / active EE | $7,367 | $3,275+124.9% | $5,277+39.6% | $3,350+119.9% |
| Admin fee / account holder | $74 | $435-82.9% | $9,109-99.2% | $521-85.7% |