Filed February 2, 2010 (most recent of 5 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 |
|---|---|---|
UNIVERSITY OF SAN DIEGO1 year Service code 14 · EIN 95-2544535 5998 ALCALA PARK, · SAN DIEGO, CA 921108001 | Plan Administrator | $111,670 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $48,529 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $25,909 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,341 | $85,199+161.0% | $57,179+288.9% | $63,975+247.5% |
| Participation rate | 95.0% | 74.0%+21.0pp | 75.3%+19.7pp | 71.1%+23.9pp |
| Annual return | 7.17% | 10.43%-3.3pp | 14.59%-7.4pp | 48.65%-41.5pp |
| Employer contribution / active EE | $13,169 | $3,446+282.1% | $2,682+391.0% | $2,182+503.6% |
| Participant deferral / active EE | $6,685 | $3,109+115.0% | $3,096+115.9% | $3,356+99.2% |
| Admin fee / account holder | $90 | $39+133.6% | $3,139-97.1% | $70+28.1% |