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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,935 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Other commissions; Securities brokera... | $8,121 |
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 | $314,561 | $331,159-5.0% | $112,887+178.7% | $74,419+322.7% |
| Participation rate | 93.1% | 81.4%+11.7pp | 80.5%+12.6pp | 70.7%+22.4pp |
| Annual return | 15.57% | 21.62%-6.1pp | 34.10%-18.5pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,862 | $5,469-47.7% | $4,563-37.3% | $2,637+8.5% |
| Participant deferral / active EE | $9,176 | $8,097+13.3% | $6,513+40.9% | $4,528+102.6% |
| Admin fee / account holder | $49 | $281-82.5% | $7,047-99.3% | $348-85.9% |