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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,547 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $50 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $312,015 | $160,088+94.9% | $112,977+176.2% | $73,409+325.0% |
| Participation rate | 91.7% | 90.7%+1.0pp | 82.6%+9.1pp | 72.2%+19.5pp |
| Annual return | 20.51% | 17.93%+2.6pp | 24.24%-3.7pp | 59.29%-38.8pp |
| Employer contribution / active EE | $3,860 | $5,200-25.8% | $4,255-9.3% | $2,234+72.8% |
| Participant deferral / active EE | $10,374 | $8,024+29.3% | $5,836+77.8% | $3,805+172.6% |
| Admin fee / account holder | $48 | $133-63.8% | $6,294-99.2% | $158-69.6% |