Filed October 18, 2004
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 |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,155,882 |
WELLINGTON TRUST COMPANY11+ years Filed as: WELLINGTON Service code 28 · EIN 30-0835489 | Investment Management | $1,063,019 |
AMERICAN CENTURY11+ years Service code 28 · EIN 44-0640487 | Investment Management | $866,226 |
MONDRIAN INVESTMENT GROUP11+ years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 | Investment Management | $745,774 |
THE BANK OF NEW YORK MELLON9 years Filed as: MELLON BANK OF NEW YORK Service code 19 · EIN 13-5160382 | Securities Custodian | $717,975 |
GOLDMAN SACHS11+ years Service code 28 · EIN 04-3211048 | Investment Management | $401,928 |
PIMCO FUNDS11+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $297,971 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4191764 | Investment Management | $279,105 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $158,238 |
Filed as: TOWERS WATSON INV SVCS INC Service code 16 · EIN 52-1868818 | Consulting | $140,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,779 | $171,977+20.2% | $200,582+3.1% | $140,769+46.9% |
| Participation rate | 96.2% | 93.2%+2.9pp | 86.9%+9.3pp | 74.2%+22.0pp |
| Annual return | 15.22% | 19.20%-4.0pp | 42.33%-27.1pp | 16.82%-1.6pp |
| Employer contribution / active EE | $8,644 | $6,031+43.3% | $6,419+34.7% | $3,906+121.3% |
| Participant deferral / active EE | $10,409 | $9,366+11.1% | $9,331+11.6% | $6,717+55.0% |
| Admin fee / account holder | $156 | $68+129.8% | $16,305-99.0% | $229-31.9% |