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 COMPANY10+ years Filed as: WELLINGTON Service code 28 · EIN 30-0835489 | Investment Management | $1,248,337 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,208,522 |
AMERICAN CENTURY10+ years Service code 28 · EIN 44-0640487 | Investment Management | $941,601 |
MONDRIAN INVESTMENT GROUP10+ years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 | Investment Management | $809,510 |
THE BANK OF NEW YORK MELLON8 years Filed as: MELLON BANK OF NEW YORK Service code 19 · EIN 13-5160382 | Securities Custodian | $646,952 |
GOLDMAN SACHS10+ years Service code 28 · EIN 04-3211048 | Investment Management | $378,756 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $288,141 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $146,440 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $100,425 |
BLACKROCK7 years Service code 21 · EIN 94-3112180 | Bank Trustee | $97,649 |
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 | $176,114 | $152,104+15.8% | $184,203-4.4% | $106,382+65.5% |
| Participation rate | 96.5% | 85.9%+10.6pp | 86.8%+9.7pp | 69.9%+26.6pp |
| Annual return | 11.13% | 20.70%-9.6pp | 28.81%-17.7pp | 17.37%-6.2pp |
| Employer contribution / active EE | $8,235 | $5,326+54.6% | $6,427+28.1% | $3,364+144.8% |
| Participant deferral / active EE | $9,723 | $8,559+13.6% | $9,131+6.5% | $5,569+74.6% |
| Admin fee / account holder | $178 | $103+73.5% | $13,901-98.7% | $79+124.6% |