Filed February 22, 2001
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 | $11,055 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $1,374 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $59,425 | $88,515-32.9% | $162,163-63.4% | $67,579-12.1% |
| Participation rate | 98.2% | 86.8%+11.4pp | 87.6%+10.6pp | 71.3%+26.9pp |
| Annual return | 21.46% | 27.04%-5.6pp | 115.59%-94.1pp | 378.56%-357.1pp |
| Employer contribution / active EE | $4,673 | $3,563+31.1% | $5,614-16.8% | $2,148+117.6% |
| Participant deferral / active EE | $3,228 | $5,724-43.6% | $7,298-55.8% | $3,539-8.8% |
| Admin fee / account holder | $34 | $124-72.9% | $10,843-99.7% | $142-76.5% |