Filed October 22, 2008 (most recent of 2 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $51,177 |
DWS FUNDS2 years Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS3 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
Filed as: TRANSAMERICA Service code 52 · EIN 59-2649014 | Indirect Investment Fees | $0 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 52 · EIN 39-1657495 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 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 | $41,902 | $47,456-11.7% | $172,739-75.7% | $77,787-46.1% |
| Participation rate | 91.8% | 66.3%+25.5pp | 82.6%+9.1pp | 73.2%+18.6pp |
| Annual return | 20.81% | 35.57%-14.8pp | 802.84%-782.0pp | 32.57%-11.8pp |
| Employer contribution / active EE | $1,527 | $1,574-3.0% | $5,143-70.3% | $2,504-39.0% |
| Participant deferral / active EE | $3,571 | $2,560+39.5% | $5,198-31.3% | $3,967-10.0% |
| Admin fee / account holder | $19 | $81-76.8% | $13,954-99.9% | $100-81.3% |