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 LLC5+ years Service code 29 · EIN 94-2918781 | Legal | $70,000 |
Service code 49 · EIN 04-1590850 | Other Services | $40,505 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,469 | $105,247-12.1% | $87,100+6.2% | $77,787+18.9% |
| Participation rate | 90.5% | 85.8%+4.7pp | 76.9%+13.6pp | 73.2%+17.2pp |
| Annual return | 21.43% | 24.52%-3.1pp | 28.19%-6.8pp | 32.57%-11.1pp |
| Employer contribution / active EE | $3,065 | $2,895+5.9% | $2,521+21.6% | $2,504+22.4% |
| Participant deferral / active EE | $4,371 | $5,060-13.6% | $4,049+8.0% | $3,967+10.2% |
| Admin fee / account holder | $32 | $104-69.3% | $7,497-99.6% | $100-68.0% |