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 DIEGO3 years Service code 28 · EIN 95-2544535 | Investment Management | $208,500 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $41,204 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $23,454 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,972 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 21 1100 ABERNATHU RD. NE, #400 · ATLANTA, GA 30328 | Bank Trustee | $12 |
ADP BROKER-DEALER2 years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,432 | $87,173+42.7% | $59,878+107.8% | $75,289+65.3% |
| Participation rate | 58.3% | 74.5%-16.1pp | 74.7%-16.4pp | 72.4%-14.1pp |
| Annual return | -3.55% | -2.14%-1.4pp | 3.46%-7.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $4,248 | $3,473+22.3% | $2,722+56.1% | $2,405+76.6% |
| Participant deferral / active EE | $2,251 | $3,379-33.4% | $3,402-33.8% | $3,739-39.8% |
| Admin fee / account holder | $65 | $75-12.6% | $3,590-98.2% | $102-36.1% |