Filed November 9, 2005 (most recent of 3 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 INVESTMENT Service code 28 · EIN 04-3523567 | Investment Management | $885,844 |
Filed as: TCW ASSET MANAGEMENT CO Service code 28 · EIN 95-2642764 | Investment Management | $501,920 |
ARROWSTREET CAPITAL10+ years Service code 28 · EIN 04-3472863 | Investment Management | $189,062 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $82,616 |
DISCIPLINED GROWTH INVESTORS10+ years Filed as: DISCIPLINED GROWTH INVESTORS, INC Service code 28 · EIN 41-1901233 | Investment Management | $49,638 |
CALLAN LLC10+ years Filed as: CALLAN ASSOCIATES Service code 16 · EIN 92-2192581 | Consulting | $48,402 |
KKDLY LLC8 years Service code 10 · EIN 99-0292355 | Accounting | $18,848 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $14,114 |
CARLSMITH BALL LLP10+ years Filed as: CARLSMITH BALL Service code 29 · EIN 99-0035220 | Legal | $7,140 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | -2.02% | 5.48%-7.5pp | 9.84%-11.9pp | 9.30%-11.3pp |
| Employer contribution / active EE | $982 | $9,127-89.2% | $30,320-96.8% | $12,557-92.2% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |