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 |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $21,119 |
MERCER4 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $16,640 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
FINANCIAL ENGINES7 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $10,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,635 | $88,890+20.0% | $102,423+4.1% | $77,643+37.3% |
| Participation rate | 86.1% | 80.9%+5.2pp | 76.5%+9.6pp | 70.6%+15.5pp |
| Annual return | 12.33% | 24.98%-12.7pp | 29.32%-17.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,702 | $2,698+0.2% | $3,023-10.6% | $2,726-0.9% |
| Participant deferral / active EE | $4,748 | $5,145-7.7% | $5,053-6.0% | $4,647+2.2% |
| Admin fee / account holder | $160 | $235-32.1% | $9,451-98.3% | $430-62.9% |