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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,238,168 |
AMERICAN CENTURY2+ years Service code 28 · EIN 44-0640487 | Investment Management | $733,662 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 | Investment Management | $583,348 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON Service code 28 · EIN 30-0835489 | Investment Management | $506,124 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN WEST Service code 28 · EIN 95-4766779 | Investment Management | $394,235 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $318,414 |
GOLDMAN SACHS2+ years Service code 28 · EIN 04-3211048 | Investment Management | $294,686 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $286,479 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE Service code 28 · EIN 13-5581829 | Investment Management | $146,032 |
BLACKROCK2+ years Filed as: BLACK ROCK Service code 28 · EIN 94-3112180 | Investment Management | $132,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,212 | $93,756+21.8% | $133,980-14.8% | $329,111-65.3% |
| Participation rate | 98.5% | 89.7%+8.7pp | 87.1%+11.4pp | 67.9%+30.6pp |
| Annual return | 9.57% | 20.33%-10.8pp | 29.30%-19.7pp | 16.35%-6.8pp |
| Employer contribution / active EE | $3,887 | $3,619+7.4% | $5,211-25.4% | $2,303+68.8% |
| Participant deferral / active EE | $7,292 | $5,685+28.3% | $6,282+16.1% | $3,682+98.1% |
| Admin fee / account holder | $167 | $90+86.7% | $9,324-98.2% | $754-77.8% |