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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,141,099 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $1,115,004 |
AMERICAN CENTURY5+ years Service code 28 · EIN 44-0640487 | Investment Management | $885,174 |
MONDRIAN INVESTMENT GROUP5+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $644,114 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Investment ma... | $600,475 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $291,606 |
BLACKROCK5+ years Filed as: BLACK ROCK Service code 28 · EIN 94-3112180 | Investment Management | $286,364 |
GOLDMAN SACHS5+ years Service code 28 · EIN 13-3575636 | Investment Management | $226,000 |
GOLDSTEIN DEMCHAK1 year Service code 28 · EIN 94-2741326 | Investment Management | $73,988 |
GIBSON CAPITAL, LLC5+ years Filed as: GIBSON DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $16,356 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,866 | $121,259+10.4% | $162,163-17.5% | $89,569+49.5% |
| Participation rate | 98.3% | 90.0%+8.2pp | 87.6%+10.7pp | 69.6%+28.7pp |
| Annual return | 19.58% | 22.23%-2.6pp | 115.59%-96.0pp | 34.56%-15.0pp |
| Employer contribution / active EE | $7,789 | $4,435+75.6% | $5,614+38.7% | $2,584+201.4% |
| Participant deferral / active EE | $7,480 | $6,620+13.0% | $7,298+2.5% | $4,220+77.2% |
| Admin fee / account holder | $172 | $101+70.3% | $10,843-98.4% | $72+139.8% |