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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $73,222 |
FIRST ALLIED SECURITIES INC5+ years Service code 53 · EIN 11-3152836 | Insurance Commissions | $36,968 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | 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 | $20,501 | $47,456-56.8% | $172,739-88.1% | $77,787-73.6% |
| Participation rate | 77.7% | 66.3%+11.4pp | 82.6%-4.9pp | 73.2%+4.5pp |
| Annual return | 21.96% | 35.57%-13.6pp | 802.84%-780.9pp | 32.57%-10.6pp |
| Employer contribution / active EE | $1,584 | $1,574+0.7% | $5,143-69.2% | $2,504-36.7% |
| Participant deferral / active EE | $457 | $2,560-82.2% | $5,198-91.2% | $3,967-88.5% |
| Admin fee / account holder | $67 | $81-16.8% | $13,954-99.5% | $100-32.8% |