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 INC4 years Service code 15 100 EAST PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $166,258 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $75,655 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $45,120 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS AND BOCKIUS LP Service code 16 · EIN 23-0891050 | Consulting | $10,679 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-0352587 | Consulting | $1,925 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC Service code 28 · EIN 94-1737782 | Investment Management | $302 |
AMERICAN FUNDS3 years Service code 28 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 28 6300 BEE CAVE RD, BUILDING ONE · AUSTIN, TX 78746 | Investment Management | $0 |
Filed as: DIMENTIONAL FUND ADVISORS Service code 28 | Investment Management | $0 |
DODGE & COX4 years Filed as: DODGE & COX STOCK FUND Service code 28 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 | 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 | $168,471 | $95,776+75.9% | $162,163+3.9% | $77,787+116.6% |
| Participation rate | 97.6% | 88.6%+8.9pp | 87.6%+10.0pp | 73.2%+24.3pp |
| Annual return | 22.86% | 37.03%-14.2pp | 115.59%-92.7pp | 32.57%-9.7pp |
| Employer contribution / active EE | $7,288 | $3,874+88.1% | $5,614+29.8% | $2,504+191.0% |
| Participant deferral / active EE | $8,094 | $6,125+32.1% | $7,298+10.9% | $3,967+104.0% |
| Admin fee / account holder | $98 | $88+11.5% | $10,843-99.1% | $100-2.3% |