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 |
|---|---|---|
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $1,461,075 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,371,961 |
AMERICAN CENTURY9+ years Service code 28 · EIN 44-0640487 | Investment Management | $885,964 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $747,568 |
MONDRIAN INVESTMENT GROUP9+ years Filed as: MONDRIAN Service code 18 · EIN 56-2475915 | Custodial (securities); Custodial (ot... | $701,676 |
GOLDMAN SACHS9+ years Service code 28 · EIN 04-3211048 | Investment Management | $561,691 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 18 · EIN 33-0629048 | Custodial (other than securities); Cu... | $270,488 |
BLACKROCK6 years Service code 21 · EIN 94-3112180 | Bank Trustee | $63,197 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $33,475 |
GIBSON CAPITAL, LLC9+ years Filed as: GIBSON DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $4,271 |
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 | $154,269 | $135,240+14.1% | $169,993-9.2% | $96,393+60.0% |
| Participation rate | 96.9% | 86.5%+10.4pp | 87.0%+9.9pp | 71.3%+25.6pp |
| Annual return | 15.65% | 22.04%-6.4pp | 53.37%-37.7pp | 22.88%-7.2pp |
| Employer contribution / active EE | $8,837 | $5,029+75.7% | $6,785+30.2% | $3,238+172.9% |
| Participant deferral / active EE | $9,793 | $8,138+20.3% | $10,408-5.9% | $5,455+79.5% |
| Admin fee / account holder | $162 | $85+90.7% | $12,815-98.7% | $74+119.2% |