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 INC5 years Service code 15 100 EAST PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $161,643 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-0352587 | Consulting | $82,674 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS AND BOCKIUS LP Service code 16 · EIN 23-0891050 | Consulting | $55,786 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $22,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC Service code 28 · EIN 94-1737782 | Investment Management | $70 |
AMERICAN FUNDS4 years Service code 28 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 28 6300 BEE CAVE RD, BUILDING ONE · AUSTIN, TX 78746 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENTIONAL FUND ADVISORS Service code 28 | Investment Management | $0 |
DODGE & COX5 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 | $192,005 | $110,699+73.4% | $177,821+8.0% | $90,288+112.7% |
| Participation rate | 98.7% | 88.3%+10.4pp | 87.7%+11.0pp | 73.4%+25.4pp |
| Annual return | 15.00% | 22.79%-7.8pp | 48.32%-33.3pp | 53.97%-39.0pp |
| Employer contribution / active EE | $7,879 | $4,118+91.3% | $5,918+33.1% | $2,524+212.1% |
| Participant deferral / active EE | $8,771 | $6,731+30.3% | $7,714+13.7% | $4,232+107.2% |
| Admin fee / account holder | $103 | $90+14.8% | $12,427-99.2% | $114-9.4% |