Filed October 18, 2004 (most recent of 4 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 3-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 | $64,333 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 4151 AMON CARTER BLVD · FORT WORTH, TX 76155 | Investment Management | $0 |
AMERICAN FUNDS1+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 ONE DESTINY WAY · WESTLAKE, TX 76262 | Investment Management | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD FUNDS Service code 28 800 LASALLE AVENUE, · MINNEAPOLIS, MN 55402 | Investment Management | $0 |
JANUS HENDERSON1+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1520346 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,094 | $95,274-41.1% | $135,903-58.7% | $74,419-24.6% |
| Participation rate | 74.1% | 78.2%-4.1pp | 81.9%-7.8pp | 70.7%+3.4pp |
| Annual return | 235.42% | 32.77%+202.6pp | 68.23%+167.2pp | 34.38%+201.0pp |
| Employer contribution / active EE | $2,410 | $3,874-37.8% | $4,856-50.4% | $2,637-8.6% |
| Participant deferral / active EE | $3,711 | $7,782-52.3% | $7,758-52.2% | $4,528-18.0% |
| Admin fee / account holder | $230 | $266-13.5% | $10,762-97.9% | $348-33.8% |