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 INV INST OPS CO., INC Service code 37 · EIN 04-2647786 | Loan Processing | $239,142 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $155,903 |
UNIVERSITY OF SAN DIEGO5 years Service code 28 · EIN 95-2544535 | Investment Management | $111,100 |
Service code 28 · EIN 33-0818667 | Investment Management | $75,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $18,622 |
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $296 |
ADP BROKER-DEALER4 years Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $178,811 | $105,581+69.4% | $70,449+153.8% | $90,288+98.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 12.98% | 14.78%-1.8pp | 109.03%-96.1pp | 53.97%-41.0pp |
| Employer contribution / active EE | $7,363 | $3,304+122.9% | $2,737+169.0% | $2,524+191.7% |
| Participant deferral / active EE | $5,551 | $3,813+45.6% | $3,709+49.7% | $4,232+31.2% |
| Admin fee / account holder | $159 | $68+134.9% | $3,845-95.9% | $114+39.1% |