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 INC3 years Service code 15 100 EAST PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $188,708 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $43,753 |
KPMG LLP4+ years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $43,200 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS AND BOCKIUS LP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $19,203 |
AON CONSULTING3 years Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $16,251 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 28 · EIN 94-1737782 | Investment Management | $491 |
AMERICAN FUNDS2 years Service code 28 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 28 6300 BEE CAVE RD, BUILDING ONE · AUSTIN, TX 78746 | Investment Management | $0 |
DODGE & COX3 years Filed as: DODGE & COX STOCK FUND Service code 28 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 | Investment Management | $0 |
Filed as: METROPOLITAN WEST ASSET 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 | $136,434 | $82,546+65.3% | $140,016-2.6% | $75,289+81.2% |
| Participation rate | 97.9% | 88.4%+9.5pp | 87.5%+10.4pp | 72.4%+25.5pp |
| Annual return | -4.54% | -0.36%-4.2pp | 651.12%-655.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $7,038 | $3,856+82.5% | $5,606+25.5% | $2,405+192.6% |
| Participant deferral / active EE | $7,856 | $5,731+37.1% | $6,927+13.4% | $3,739+110.1% |
| Admin fee / account holder | $102 | $86+18.8% | $10,705-99.0% | $102-0.4% |