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.
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 |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $41,500 |
BDO USA, LLP3 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $17,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,087 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $1 |
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 | $260,482 | $136,307+91.1% | $177,821+46.5% | $73,488+254.5% |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.7%+11.1pp | 70.7%+28.1pp |
| Annual return | 15.00% | 18.68%-3.7pp | 48.32%-33.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $10,986 | $3,712+195.9% | $5,918+85.6% | $2,270+383.9% |
| Participant deferral / active EE | $11,568 | $5,829+98.5% | $7,714+50.0% | $3,740+209.4% |
| Admin fee / account holder | $254 | $596-57.3% | $12,427-98.0% | $513-50.4% |