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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,834 |
FINANCIAL ENGINES3 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $14,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,835 | $79,519+33.1% | $95,952+10.3% | $73,409+44.2% |
| Participation rate | 81.6% | 81.2%+0.5pp | 77.1%+4.6pp | 72.2%+9.5pp |
| Annual return | 15.11% | 19.20%-4.1pp | 91.61%-76.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,722 | $2,048-15.9% | $2,541-32.2% | $2,234-22.9% |
| Participant deferral / active EE | $3,928 | $4,138-5.1% | $4,167-5.7% | $3,805+3.2% |
| Admin fee / account holder | $136 | $184-26.0% | $6,795-98.0% | $158-13.6% |