Filed March 9, 2007 (most recent of 2 filings on file)
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $25,762 |
AMERICAN FUNDS3 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $22,500 |
Filed as: EUBEL BRADY & SUTTMAN ASSET MA Service code 26 · EIN 31-1386402 | Advisory (Participants) | $8,516 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Other commissions; Float revenue; Sec... | $30 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,610 | $155,364+145.6% | $103,476+268.8% | $77,643+391.5% |
| Participation rate | 98.0% | 85.5%+12.5pp | 80.5%+17.5pp | 70.6%+27.4pp |
| Annual return | 15.65% | 19.02%-3.4pp | 23.90%-8.3pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,661 | $5,949-38.5% | $4,672-21.6% | $2,726+34.3% |
| Participant deferral / active EE | $11,654 | $8,482+37.4% | $6,623+76.0% | $4,647+150.8% |
| Admin fee / account holder | $100 | $503-80.1% | $9,413-98.9% | $430-76.7% |