Filed April 2, 2006
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 27 · EIN 59-3331424 | Advisory (Plan) | $5,917 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $800 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,753 | $67,411-14.3% | $91,001-36.5% | $70,131-17.6% |
| Participation rate | 85.2% | 71.4%+13.8pp | 75.6%+9.6pp | 69.5%+15.6pp |
| Annual return | 17.05% | -40.16%+57.2pp | 4.60%+12.4pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,713 | $2,823-39.3% | $3,547-51.7% | $3,332-48.6% |
| Admin fee / account holder | $9 | $4,236-99.8% | $5,417-99.8% | $4,645-99.8% |