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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,230 |
ALLIANZ GLOBAL INVESTORS3 years Filed as: ALLIANZ Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS7 years Filed as: DIMENSIONAL FUNDS Service code 15 · EIN 95-4470812 | Recordkeeping | $0 |
DODGE & COX5 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 TEMPLETON8+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
OAKMARK3 years Filed as: OAKMARK FUNDS Service code 28 · EIN 04-3276558 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,257 | $56,503-0.4% | $70,092-19.7% | $64,808-13.2% |
| Participation rate | 98.1% | 70.5%+27.6pp | 70.5%+27.6pp | 71.5%+26.6pp |
| Annual return | -17.11% | -13.44%-3.7pp | 190.73%-207.8pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,250 | $2,046+10.0% | $2,559-12.1% | $2,506-10.2% |
| Participant deferral / active EE | $5,273 | $3,389+55.6% | $3,849+37.0% | $4,310+22.3% |
| Admin fee / account holder | $15 | $160-90.7% | $6,267-99.8% | $188-92.0% |