Filed February 25, 2009 (most recent of 6 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 |
|---|---|---|
T ROWE PRICE RPS INC9 years Service code 15 100 EAST PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $190,417 |
FINANCIAL ENGINES4 years Service code 26 1050 ENTERPRISE WAY, 3RD FLOOR · SUNNYVALE, CA 94089 | Advisory (Participants) | $105,337 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 52-1868818 | Consulting | $64,607 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $33,319 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $20,538 |
AMERICAN FUNDS8 years Service code 28 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Investment Management | $0 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN ADVISORY FUNDS Service code 28 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
DIMENSIONAL FUND ADVISORS8 years Service code 28 6300 BEE CAVE RD, BUILDING ONE · AUSTIN, TX 78746 | Investment Management | $0 |
DODGE & COX9 years Filed as: DODGE & COX STOCK FUND Service code 28 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 | Investment Management | $0 |
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 | $207,210 | $122,693+68.9% | $184,203+12.5% | $199,593+3.8% |
| Participation rate | 97.8% | 86.8%+11.0pp | 86.8%+11.0pp | 72.0%+25.9pp |
| Annual return | 13.06% | 143.91%-130.9pp | 28.81%-15.8pp | 34.25%-21.2pp |
| Employer contribution / active EE | $8,200 | $4,584+78.9% | $6,427+27.6% | $3,034+170.2% |
| Participant deferral / active EE | $9,582 | $7,990+19.9% | $9,131+4.9% | $5,087+88.4% |
| Admin fee / account holder | $112 | $121-6.8% | $13,901-99.2% | $269-58.2% |