Filed August 8, 1994
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 9-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 |
|---|---|---|
BRANDES INVESTMENT PARTNERS1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,081 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS CORE EQUITIES Service code 27 · EIN 85-0360310 | Advisory (Plan) | $6,070 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $3,509 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,380 | $50,106-7.4% | $70,014-33.8% | $57,658-19.6% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | -0.32% | 14.58%-14.9pp | 12.99%-13.3pp | 5.13%-5.5pp |
| Employer contribution / active EE | $2,664 | $1,739+53.2% | $2,338+13.9% | $1,974+35.0% |
| Participant deferral / active EE | $1,858 | $2,486-25.3% | $2,931-36.6% | $3,061-39.3% |
| Admin fee / account holder | $41 | $89-53.9% | $4,380-99.1% | $95-56.5% |