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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,249,650 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $1,110,304 |
AMERICAN CENTURY6+ years Service code 28 · EIN 44-0640487 | Investment Management | $873,546 |
MONDRIAN INVESTMENT GROUP6+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $606,374 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $461,531 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $311,193 |
BLACKROCK6+ years Filed as: BLACK ROCK Service code 28 · EIN 94-3112180 | Investment Management | $170,361 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $170,000 |
GIBSON CAPITAL, LLC6+ years Filed as: GIBSON DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $10,571 |
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 | $158,180 | $139,268+13.6% | $177,821-11.0% | $106,222+48.9% |
| Participation rate | 98.0% | 91.6%+6.4pp | 87.7%+10.3pp | 70.8%+27.2pp |
| Annual return | 14.48% | 17.20%-2.7pp | 48.32%-33.8pp | 21.69%-7.2pp |
| Employer contribution / active EE | $7,606 | $4,832+57.4% | $5,918+28.5% | $2,723+179.3% |
| Participant deferral / active EE | $8,159 | $7,227+12.9% | $7,714+5.8% | $4,600+77.4% |
| Admin fee / account holder | $152 | $97+57.1% | $12,427-98.8% | $78+94.1% |