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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $70,418 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 4151 AMON CARTER BLVD · FORT WORTH, TX 76155 | Investment Management | $0 |
AMERICAN FUNDS3+ 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.3+ years Filed as: GALLIARD FUNDS Service code 28 800 LASALLE AVENUE, · MINNEAPOLIS, MN 55402 | Investment Management | $0 |
JANUS HENDERSON3+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY3+ 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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,340 | $100,923-29.3% | $150,045-52.5% | $74,304-4.0% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.3%+14.8pp | 60.3%+36.7pp |
| Annual return | 13.40% | 51.77%-38.4pp | 62.55%-49.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $3,991 | $3,463+15.2% | $4,693-15.0% | $2,241+78.1% |
| Participant deferral / active EE | $6,763 | $6,709+0.8% | $7,997-15.4% | $3,767+79.5% |
| Admin fee / account holder | $183 | $2,767-93.4% | $13,435-98.6% | $2,969-93.8% |