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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,434,179 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $914,864 |
AMERICAN CENTURY8+ years Service code 28 · EIN 44-0640487 | Investment Management | $894,403 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $891,366 |
MONDRIAN INVESTMENT GROUP8+ years Filed as: MONDRIAN Service code 18 · EIN 56-2475915 | Investment management; Custodial (oth... | $697,621 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $278,828 |
BLACKROCK5 years Service code 21 · EIN 94-3112180 | Bank Trustee | $173,468 |
GOLDMAN SACHS8+ years Service code 28 · EIN 04-3211048 | Investment Management | $160,510 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $66,950 |
GIBSON CAPITAL, LLC8+ years Filed as: GIBSON DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $28,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,700 | $118,441+10.4% | $151,611-13.8% | $89,394+46.2% |
| Participation rate | 97.5% | 88.0%+9.6pp | 87.5%+10.1pp | 71.3%+26.3pp |
| Annual return | -15.00% | -9.10%-5.9pp | 3.33%-18.3pp | -11.89%-3.1pp |
| Employer contribution / active EE | $7,448 | $4,770+56.1% | $6,166+20.8% | $3,022+146.5% |
| Participant deferral / active EE | $8,477 | $7,648+10.9% | $8,363+1.4% | $5,123+65.5% |
| Admin fee / account holder | $170 | $90+89.2% | $11,616-98.5% | $79+113.5% |