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 INC7 years Service code 15 100 EAST PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $175,977 |
FINANCIAL ENGINES2 years Service code 26 1050 ENTERPRISE WAY, 3RD FLOOR · SUNNYVALE, CA 94089 | Advisory (Participants) | $63,391 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-0352587 | Consulting | $54,099 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS AND BOCKIUS LP Service code 16 · EIN 23-0891050 | Consulting | $32,688 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $23,700 |
AMERICAN FUNDS6 years Service code 28 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $0 |
DIMENSIONAL FUND ADVISORS6 years Service code 28 6300 BEE CAVE RD, BUILDING ONE · AUSTIN, TX 78746 | Investment Management | $0 |
DODGE & COX7 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,015 | $95,918+75.2% | $151,611+10.8% | $77,904+115.7% |
| Participation rate | 97.8% | 88.7%+9.0pp | 87.5%+10.3pp | 73.7%+24.1pp |
| Annual return | -16.38% | -5.50%-10.9pp | 3.33%-19.7pp | 12.21%-28.6pp |
| Employer contribution / active EE | $7,789 | $4,330+79.9% | $6,166+26.3% | $2,848+173.5% |
| Participant deferral / active EE | $9,110 | $7,508+21.3% | $8,363+8.9% | $4,806+89.6% |
| Admin fee / account holder | $104 | $93+11.5% | $11,616-99.1% | $133-21.5% |