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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,835,361 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $1,250,093 |
AMERICAN CENTURY7+ years Service code 28 · EIN 44-0640487 | Investment Management | $939,627 |
MONDRIAN INVESTMENT GROUP7+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $735,684 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $320,919 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $221,314 |
BLACKROCK7+ years Filed as: BLACK ROCK Service code 28 · EIN 94-3112180 | Investment Management | $126,937 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $65,000 |
GIBSON CAPITAL, LLC7+ years Filed as: GIBSON DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $6,421 |
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 | $152,197 | $143,889+5.8% | $189,513-19.7% | $106,520+42.9% |
| Participation rate | 97.9% | 89.1%+8.8pp | 87.8%+10.1pp | 71.3%+26.6pp |
| Annual return | 9.50% | 17.38%-7.9pp | 555.15%-545.7pp | 19.28%-9.8pp |
| Employer contribution / active EE | $6,862 | $4,416+55.4% | $6,162+11.4% | $2,840+141.6% |
| Participant deferral / active EE | $11,284 | $7,575+49.0% | $8,221+37.2% | $4,948+128.1% |
| Admin fee / account holder | $150 | $98+52.7% | $12,045-98.8% | $75+101.3% |