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 |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,902 |
Filed as: AM BEACON SM CAP VAL INST Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
Filed as: DFA EMRG MKT COR EQ PORT INST Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1 year Filed as: DODGE & COX FUNDS Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DODGE & COX1 year Filed as: DODGE & COX STOCK FUND Service code 28 | Investment Management | $0 |
Filed as: DREYFUS FUNDS Service code 28 · EIN 13-5673135 | Investment Management | $0 |
Filed as: FIDELITY 500 INDEX PREMIUM Service code 28 | Investment Management | $0 |
Filed as: FIDELITY EXTENDED MKT IND PREM Service code 28 | Investment Management | $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 | $56,738 | $43,504+30.4% | $68,793-17.5% | $56,287+0.8% |
| Participation rate | 98.1% | 67.8%+30.3pp | 72.2%+25.9pp | 69.9%+28.3pp |
| Annual return | -6.12% | -3.15%-3.0pp | -4.63%-1.5pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,510 | $1,525+64.5% | $2,625-4.4% | $2,111+18.9% |
| Participant deferral / active EE | $6,076 | $2,509+142.2% | $3,311+83.5% | $3,350+81.4% |
| Admin fee / account holder | $28 | $515-94.6% | $5,131-99.5% | $521-94.7% |