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 INC8 years Service code 15 100 EAST PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $204,225 |
FINANCIAL ENGINES3 years Service code 26 1050 ENTERPRISE WAY, 3RD FLOOR · SUNNYVALE, CA 94089 | Advisory (Participants) | $80,490 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $76,661 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN LEWIS AND BOCKIUS LP Service code 16 · EIN 23-0891050 | Consulting | $20,341 |
Service code 16 · EIN 52-1868818 | Consulting | $19,685 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $6,534 |
AMERICAN FUNDS7 years Service code 28 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Investment Management | $0 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY FUNDS Service code 28 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $0 |
DIMENSIONAL FUND ADVISORS7 years Service code 28 6300 BEE CAVE RD, BUILDING ONE · AUSTIN, TX 78746 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,174 | $112,686+70.5% | $169,993+13.0% | $80,160+139.7% |
| Participation rate | 97.4% | 87.4%+10.0pp | 87.0%+10.4pp | 72.9%+24.5pp |
| Annual return | 19.59% | 67.04%-47.5pp | 53.37%-33.8pp | 40.38%-20.8pp |
| Employer contribution / active EE | $7,868 | $4,481+75.6% | $6,785+16.0% | $2,978+164.2% |
| Participant deferral / active EE | $9,324 | $7,876+18.4% | $10,408-10.4% | $5,017+85.8% |
| Admin fee / account holder | $116 | $99+17.0% | $12,815-99.1% | $145-20.0% |