Filed August 14, 1995
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 |
|---|---|---|
SENIOR OPERATIONS LLC4+ years Service code 29 · EIN 94-2918781 | Legal | $70,000 |
Service code 49 · EIN 04-1590850 | Other Services | $29,365 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | 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 | $78,235 | $78,852-0.8% | $76,768+1.9% | $75,289+3.9% |
| Participation rate | 91.0% | 85.0%+6.0pp | 77.0%+14.0pp | 72.4%+18.5pp |
| Annual return | -2.55% | -1.29%-1.3pp | 2.43%-5.0pp | -0.04%-2.5pp |
| Employer contribution / active EE | $3,162 | $2,794+13.2% | $2,485+27.2% | $2,405+31.5% |
| Participant deferral / active EE | $3,905 | $4,800-18.6% | $3,852+1.4% | $3,739+4.4% |
| Admin fee / account holder | $29 | $79-63.1% | $6,675-99.6% | $102-71.5% |