Filed December 27, 2006 (most recent of 2 filings on file)
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 49 · EIN 04-1590850 | Other Services | $16,044 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP2 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 13-3040042 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 51-0082711 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,912 | $79,523-42.3% | $140,016-67.2% | $56,287-18.4% |
| Participation rate | 92.0% | 85.7%+6.3pp | 87.5%+4.5pp | 69.9%+22.1pp |
| Annual return | -5.88% | 2.39%-8.3pp | 651.12%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,477 | $3,350-26.1% | $5,606-55.8% | $2,111+17.3% |
| Participant deferral / active EE | $2,837 | $5,129-44.7% | $6,927-59.0% | $3,350-15.3% |
| Admin fee / account holder | $103 | $614-83.3% | $10,705-99.0% | $521-80.3% |