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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,174,574 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON Service code 28 · EIN 30-0835489 | Investment Management | $1,119,283 |
AMERICAN CENTURY4+ years Service code 28 · EIN 44-0640487 | Investment Management | $930,856 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON BANK OF NEW YORK Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $707,838 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 | Investment Management | $664,244 |
GOLDMAN SACHS4+ years Service code 28 · EIN 04-3211048 | Investment Management | $290,573 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $277,463 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $221,891 |
GIBSON CAPITAL, LLC2 years Filed as: GIBSON, DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $34,339 |
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 | $121,371 | $96,381+25.9% | $140,016-13.3% | $73,367+65.4% |
| Participation rate | 97.2% | 90.1%+7.1pp | 87.5%+9.7pp | 69.5%+27.7pp |
| Annual return | -6.73% | -4.30%-2.4pp | 651.12%-657.8pp | 173.45%-180.2pp |
| Employer contribution / active EE | $3,960 | $4,168-5.0% | $5,606-29.4% | $2,499+58.5% |
| Participant deferral / active EE | $7,994 | $6,186+29.2% | $6,927+15.4% | $4,033+98.2% |
| Admin fee / account holder | $188 | $100+87.8% | $10,705-98.2% | $68+174.3% |