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 INC4+ years Service code 53 · EIN 11-3152836 | Insurance Commissions | $36,922 |
Service code 49 · EIN 04-1590850 | Other Services | $12,294 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | 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 | $19,115 | $45,382-57.9% | $154,107-87.6% | $75,289-74.6% |
| Participation rate | 74.8% | 65.9%+8.9pp | 83.0%-8.2pp | 72.4%+2.4pp |
| Annual return | -5.30% | -0.47%-4.8pp | 735.12%-740.4pp | -0.04%-5.3pp |
| Employer contribution / active EE | $945 | $1,533-38.3% | $5,298-82.2% | $2,405-60.7% |
| Participant deferral / active EE | $421 | $2,384-82.3% | $5,081-91.7% | $3,739-88.7% |
| Admin fee / account holder | $12 | $89-87.1% | $13,411-99.9% | $102-88.7% |