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 | $37,150 |
AMERICAN FUNDS2 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $22,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $3 |
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 | $224,385 | $155,364+44.4% | $103,476+116.8% | $77,643+189.0% |
| Participation rate | 93.8% | 85.5%+8.2pp | 80.5%+13.2pp | 70.6%+23.2pp |
| Annual return | 11.99% | 19.02%-7.0pp | 23.90%-11.9pp | 31.24%-19.2pp |
| Employer contribution / active EE | $6,084 | $5,949+2.3% | $4,672+30.2% | $2,726+123.2% |
| Participant deferral / active EE | $8,474 | $8,482-0.1% | $6,623+28.0% | $4,647+82.3% |
| Admin fee / account holder | $111 | $503-77.9% | $9,413-98.8% | $430-74.2% |