Filed June 1, 2009 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $40,000 |
BDO USA, LLP2 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $15,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,921 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $155 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Direct payment from th... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,855 | $98,982+132.2% | $162,177+41.7% | $65,185+252.6% |
| Participation rate | 96.2% | 85.8%+10.4pp | 87.6%+8.6pp | 70.2%+26.0pp |
| Annual return | 21.12% | 24.84%-3.7pp | 115.60%-94.5pp | 29.38%-8.3pp |
| Employer contribution / active EE | $10,881 | $3,467+213.9% | $5,613+93.9% | $2,177+399.9% |
| Participant deferral / active EE | $11,379 | $5,384+111.3% | $7,297+55.9% | $3,514+223.8% |
| Admin fee / account holder | $257 | $596-56.9% | $10,843-97.6% | $847-69.7% |