Filed February 3, 2010
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 |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $42,253 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ Service code 28 · EIN 02-0639354 | Investment Management | $0 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
NEUBERGER BERMAN1+ years Service code 28 · EIN 13-5521910 | Investment Management | $0 |
OAKMARK1+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,999 | $70,667-15.1% | $123,104-51.3% | $52,331+14.7% |
| Participation rate | 93.1% | 83.7%+9.4pp | 86.8%+6.3pp | 68.1%+25.0pp |
| Annual return | 0.58% | 6.23%-5.7pp | 13.22%-12.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,731 | $2,946+26.7% | $5,151-27.6% | $1,882+98.3% |
| Participant deferral / active EE | $2,518 | $4,493-43.9% | $6,230-59.6% | $3,022-16.7% |
| Admin fee / account holder | $157 | $506-69.0% | $9,015-98.3% | $592-73.4% |