Filed November 25, 2008
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 7-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 |
|---|---|---|
FIRST ALLIED SECURITIES INC3+ years Service code 53 · EIN 11-3152836 | Insurance Commissions | $36,738 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,534 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 77-0273954 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,617 | $44,989-49.7% | $170,442-86.7% | $77,958-71.0% |
| Participation rate | 80.2% | 64.6%+15.6pp | 83.6%-3.4pp | 71.6%+8.6pp |
| Annual return | 18.13% | 19.61%-1.5pp | 205.93%-187.8pp | 20.87%-2.7pp |
| Employer contribution / active EE | $1,916 | $1,466+30.7% | $5,433-64.7% | $2,310-17.1% |
| Participant deferral / active EE | $444 | $2,208-79.9% | $4,939-91.0% | $3,537-87.4% |
| Admin fee / account holder | $12 | $69-82.3% | $13,880-99.9% | $97-87.5% |