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 ENGINES6+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $1,526,528 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $1,000,069 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $634,104 |
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN Service code 27 · EIN 13-4064930 | Advisory (Plan) | $581,900 |
JACKSON SQUARE PARTNERS6+ years Service code 28 · EIN 80-0945254 | Investment Management | $559,230 |
BLACKROCK6+ years Service code 28 · EIN 94-3112180 | Investment Management | $392,239 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $317,958 |
AJO1 year Filed as: AJO, LP Service code 28 · EIN 23-2312104 | Investment Management | $284,274 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $224,003 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 50 · EIN 94-1737782 | Direct Payment | $87,748 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $320,666 | $106,222+201.9% | $112,977+183.8% | $106,222+201.9% |
| Participation rate | 97.7% | 70.8%+26.9pp | 82.6%+15.1pp | 70.8%+26.9pp |
| Annual return | 11.98% | 21.69%-9.7pp | 24.24%-12.3pp | 21.69%-9.7pp |
| Employer contribution / active EE | $6,908 | $2,723+153.7% | $4,255+62.4% | $2,723+153.7% |
| Participant deferral / active EE | $12,310 | $4,600+167.6% | $5,836+110.9% | $4,600+167.6% |
| Admin fee / account holder | $278 | $78+254.9% | $6,294-95.6% | $78+254.9% |