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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $54,321 |
Service code 16 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Consulting | $50,000 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST · PHILADELPHIA, PA 19102 | Consulting | $22,546 |
MCSOLEY MCCOY & CO5 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $17,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $30 |
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 | $281,442 | $130,655+115.4% | $93,789+200.1% | $64,808+334.3% |
| Participation rate | 97.6% | 84.9%+12.8pp | 81.0%+16.7pp | 71.5%+26.2pp |
| Annual return | -16.22% | -14.04%-2.2pp | -11.33%-4.9pp | 32.82%-49.0pp |
| Employer contribution / active EE | $5,412 | $5,594-3.3% | $4,323+25.2% | $2,506+116.0% |
| Participant deferral / active EE | $13,246 | $8,067+64.2% | $6,094+117.3% | $4,310+207.3% |
| Admin fee / account holder | $206 | $140+47.0% | $7,195-97.1% | $188+9.8% |