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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,930 |
MERCER2 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $17,515 |
FINANCIAL ENGINES5 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $14,159 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $5,496 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,827 | $72,254+22.9% | $86,677+2.5% | $64,808+37.1% |
| Participation rate | 82.6% | 80.4%+2.1pp | 76.6%+6.0pp | 71.5%+11.1pp |
| Annual return | -18.25% | 392.42%-410.7pp | 35.91%-54.2pp | 32.82%-51.1pp |
| Employer contribution / active EE | $1,992 | $2,393-16.8% | $2,836-29.8% | $2,506-20.5% |
| Participant deferral / active EE | $4,265 | $4,658-8.4% | $4,656-8.4% | $4,310-1.1% |
| Admin fee / account holder | $161 | $174-7.3% | $7,493-97.8% | $188-14.2% |