Filed January 12, 2006 (most recent of 3 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 |
|---|---|---|
RUSSELL TRUST COMPANY11+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175092 | Investment Management | $15,077,925 |
ARTISAN PARTNERS6 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 30-0551775 | Investment Management | $6,547,627 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,063,579 |
Filed as: PUTNAM Service code 28 · EIN 04-3543039 | Investment Management | $3,406,038 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,383,420 |
Service code 28 · EIN 04-3492668 | Investment Management | $2,361,788 |
PIMCO FUNDS11+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,003,811 |
DIMENSIONAL FUND ADVISORS11+ years Service code 28 · EIN 30-0447847 | Investment Management | $1,339,783 |
Service code 28 · EIN 80-0175963 | Investment Management | $929,766 |
Service code 28 · EIN 13-4194623 | Investment Management | $806,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,921 | $140,769+209.7% | $101,326+330.2% | $140,769+209.7% |
| Participation rate | 95.0% | 74.2%+20.9pp | 81.5%+13.5pp | 74.2%+20.9pp |
| Annual return | 19.51% | 16.82%+2.7pp | 36.82%-17.3pp | 16.82%+2.7pp |
| Employer contribution / active EE | $10,211 | $3,906+161.4% | $3,665+178.6% | $3,906+161.4% |
| Participant deferral / active EE | $26,598 | $6,717+296.0% | $7,994+232.7% | $6,717+296.0% |
| Admin fee / account holder | $241 | $229+4.9% | $11,185-97.8% | $229+4.9% |