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 | $22,359 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN CAPITAL MANAGEMENT Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS3 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 | $55,472 | $48,471+14.4% | $182,532-69.6% | $67,579-17.9% |
| Participation rate | 86.7% | 67.2%+19.5pp | 78.0%+8.7pp | 71.3%+15.4pp |
| Annual return | 25.54% | 31.08%-5.5pp | 148.54%-123.0pp | 378.56%-353.0pp |
| Employer contribution / active EE | $4,209 | $1,461+188.1% | $4,076+3.3% | $2,148+96.0% |
| Participant deferral / active EE | $6,693 | $3,324+101.3% | $5,524+21.2% | $3,539+89.1% |
| Admin fee / account holder | $90 | $151-40.4% | $8,592-99.0% | $142-36.7% |