Filed January 24, 2005
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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | 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 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,090 | $46,072+4.4% | $70,014-31.3% | $55,167-12.8% |
| Participation rate | 97.1% | 67.5%+29.6pp | 71.8%+25.2pp | 69.0%+28.1pp |
| Annual return | 10.29% | 8.68%+1.6pp | 12.99%-2.7pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,423 | $1,500+61.5% | $2,338+3.6% | $1,963+23.5% |
| Participant deferral / active EE | $5,625 | $2,344+140.0% | $2,931+91.9% | $3,054+84.2% |
| Admin fee / account holder | $13 | $428-96.9% | $4,380-99.7% | $504-97.4% |