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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $38,083 |
UNIVERSITY OF SAN DIEGO2 years Service code 28 · EIN 95-2544535 | Investment Management | $35,000 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $27,435 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $23,518 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 21 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Bank Trustee | $1,750 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 1100 ABERNATHU RD. NE, #400 · ATLANTA, GA 30328 | Bank Trustee | $262 |
ADP BROKER-DEALER1 year Service code 59 | Shareholder Servicing | $0 |
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 | $133,807 | $92,091+45.3% | $62,995+112.4% | $77,958+71.6% |
| Participation rate | 77.7% | 74.5%+3.3pp | 74.8%+2.9pp | 71.6%+6.1pp |
| Annual return | 15.41% | 16.23%-0.8pp | 87.57%-72.2pp | 20.87%-5.5pp |
| Employer contribution / active EE | $5,243 | $3,424+53.1% | $2,759+90.0% | $2,310+126.9% |
| Participant deferral / active EE | $2,691 | $3,361-19.9% | $3,329-19.2% | $3,537-23.9% |
| Admin fee / account holder | $31 | $48-34.7% | $3,600-99.1% | $97-67.8% |