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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,711 |
FINANCIAL ENGINES2 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $14,605 |
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 | $94,752 | $73,404+29.1% | $87,100+8.8% | $67,579+40.2% |
| Participation rate | 74.8% | 80.9%-6.1pp | 76.9%-2.1pp | 71.3%+3.5pp |
| Annual return | 21.10% | 48.29%-27.2pp | 28.19%-7.1pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,397 | $2,014-30.6% | $2,521-44.6% | $2,148-35.0% |
| Participant deferral / active EE | $3,670 | $3,913-6.2% | $4,049-9.3% | $3,539+3.7% |
| Admin fee / account holder | $120 | $142-15.2% | $7,497-98.4% | $142-15.6% |