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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,227,907 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON Service code 28 · EIN 30-0835489 | Investment Management | $938,470 |
AMERICAN CENTURY3+ years Service code 28 · EIN 44-0640487 | Investment Management | $779,437 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 | Investment Management | $625,665 |
Filed as: MELLON BANK OF NEW YORK Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $511,369 |
GOLDMAN SACHS3+ years Service code 28 · EIN 04-3211048 | Investment Management | $300,317 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $293,377 |
BLACKROCK3+ years Filed as: BLACK ROCK Service code 28 · EIN 94-3112180 | Investment Management | $253,031 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE Service code 28 · EIN 13-5581829 | Investment Management | $158,534 |
GIBSON CAPITAL, LLC1 year Filed as: GIBSON, DUNN & CRUTCHER LLP Service code 16 · EIN 95-1611234 | Consulting | $8,162 |
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 | $130,317 | $112,134+16.2% | $149,718-13.0% | $80,976+60.9% |
| Participation rate | 97.3% | 87.3%+10.1pp | 87.1%+10.3pp | 68.3%+29.1pp |
| Annual return | 13.42% | 17.23%-3.8pp | 1501.63%-1488.2pp | 22.91%-9.5pp |
| Employer contribution / active EE | $4,043 | $3,991+1.3% | $5,445-25.7% | $2,402+68.3% |
| Participant deferral / active EE | $7,630 | $6,036+26.4% | $6,569+16.2% | $3,848+98.3% |
| Admin fee / account holder | $184 | $109+68.7% | $11,283-98.4% | $67+173.0% |