Filed February 7, 2008
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 | $291,515 |
KPMG LLP8+ years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $29,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,428 | $71,813-45.1% | $119,609-67.0% | $78,044-49.5% |
| Participation rate | 83.2% | 81.7%+1.5pp | 79.3%+4.0pp | 74.4%+8.8pp |
| Annual return | -15.96% | -13.80%-2.2pp | -14.97%-1.0pp | 10.87%-26.8pp |
| Employer contribution / active EE | $0 | $2,836-100.0% | $4,232-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $4,252 | $4,953-14.2% | $5,602-24.1% | $5,084-16.4% |
| Admin fee / account holder | $52 | $81-35.2% | $10,323-99.5% | $79-33.8% |