Filed January 15, 2008
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 |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $51,741 |
Service code 16 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Consulting | $50,000 |
MCSOLEY MCCOY & CO4 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $24,450 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST · PHILADELPHIA, PA 19102 | Consulting | $8,750 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $315 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,714 | $172,932+112.6% | $119,258+208.3% | $86,799+323.6% |
| Participation rate | 96.5% | 89.4%+7.1pp | 82.7%+13.8pp | 72.3%+24.3pp |
| Annual return | 14.68% | 20.96%-6.3pp | 30.69%-16.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $5,139 | $5,487-6.3% | $4,384+17.2% | $2,405+113.7% |
| Participant deferral / active EE | $12,867 | $8,466+52.0% | $6,111+110.6% | $4,131+211.5% |
| Admin fee / account holder | $199 | $150+32.5% | $7,226-97.2% | $170+17.5% |