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 |
|---|---|---|
AON CONSULTING2 years Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $65,200 |
KPMG LLP3+ years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $42,000 |
Filed as: MORGAN LEWIS AND BOCKIUS LP Service code 29 PO BOX 8500 S-6050 · CITY OF INDUSTRY, CA 19178 | Legal | $11,655 |
T ROWE PRICE RPS INC2 years Service code 37 100 EAST PRATT ST · BALTIMORE, MD 21202 | Loan Processing | $6,835 |
Filed as: CHARLES SCHWAB & CO INC Service code 28 · EIN 94-1737782 | Investment Management | $97 |
AMERICAN FUNDS1 year Service code 28 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Investment Management | $0 |
Service code 28 6300 BEE CAVE RD, BUILDING ONE · AUSTIN, TX 78746 | Investment Management | $0 |
DODGE & COX2 years Filed as: DODGE & COX STOCK FUND Service code 28 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 | Investment Management | $0 |
Service code 28 865 SOUTH FIGUEROA ST · LOS ANGELES, CA 90017 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC Service code 28 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,822 | $89,274+66.7% | $149,718-0.6% | $77,958+90.9% |
| Participation rate | 98.7% | 87.6%+11.0pp | 87.1%+11.6pp | 71.6%+27.0pp |
| Annual return | 17.52% | 20.36%-2.8pp | 1501.63%-1484.1pp | 20.87%-3.3pp |
| Employer contribution / active EE | $7,094 | $3,727+90.4% | $5,445+30.3% | $2,310+207.0% |
| Participant deferral / active EE | $7,734 | $5,382+43.7% | $6,569+17.7% | $3,537+118.7% |
| Admin fee / account holder | $43 | $240-82.0% | $11,283-99.6% | $97-55.7% |