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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,840 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
Filed as: BNY MELLON Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX3 years Filed as: DODGE & COX FUNDS Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON6+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR3 years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
OAKMARK1 year Filed as: OAKMARK FUNDS Service code 28 · EIN 04-3276558 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,486 | $54,590+47.4% | $81,930-1.8% | $73,488+9.5% |
| Participation rate | 96.4% | 68.3%+28.1pp | 72.0%+24.4pp | 70.7%+25.7pp |
| Annual return | 17.04% | 17.74%-0.7pp | 29.49%-12.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,241 | $1,636+37.0% | $4,310-48.0% | $2,270-1.3% |
| Participant deferral / active EE | $6,453 | $2,759+133.9% | $7,107-9.2% | $3,740+72.6% |
| Admin fee / account holder | $13 | $592-97.8% | $5,158-99.7% | $513-97.4% |