Filed July 30, 1997 (most recent of 2 filings on file)
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 |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 28 · EIN 94-3250383 | Investment Management | $2,155,903 |
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $832,565 |
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN Service code 27 · EIN 13-4064930 | Advisory (Plan) | $499,236 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $492,533 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $280,792 |
Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 21 · EIN 98-1669899 | Bank Trustee | $254,748 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737882 | Securities brokerage; Other investmen... | $91,452 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $72,172 |
Filed as: CHARLES SCHWAB & CO., INC Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,172 | $106,382+258.3% | $103,476+268.4% | $106,382+258.3% |
| Participation rate | 99.2% | 69.9%+29.3pp | 80.5%+18.7pp | 69.9%+29.3pp |
| Annual return | 15.89% | 17.37%-1.5pp | 23.90%-8.0pp | 17.37%-1.5pp |
| Employer contribution / active EE | $9,892 | $3,364+194.1% | $4,672+111.7% | $3,364+194.1% |
| Participant deferral / active EE | $14,311 | $5,569+157.0% | $6,623+116.1% | $5,569+157.0% |
| Admin fee / account holder | $296 | $79+273.2% | $9,413-96.9% | $79+273.2% |