Filed October 8, 2007
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 |
|---|---|---|
FINANCIAL ENGINES5 years Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $197,562 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RSP INC. Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $125,803 |
MERCER10+ years Service code 16 · EIN 13-2843441 | Consulting | $89,930 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $45,774 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $7,838 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,995 | $128,899+47.4% | $113,168+67.9% | $102,872+84.7% |
| Participation rate | 84.2% | 87.0%-2.8pp | 76.6%+7.6pp | 73.0%+11.1pp |
| Annual return | 8.95% | 15.88%-6.9pp | 24.27%-15.3pp | 19.06%-10.1pp |
| Employer contribution / active EE | $8,824 | $3,713+137.7% | $2,975+196.6% | $3,526+150.2% |
| Participant deferral / active EE | $7,805 | $6,787+15.0% | $5,107+52.8% | $5,535+41.0% |
| Admin fee / account holder | $183 | $129+41.8% | $12,068-98.5% | $292-37.2% |