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 | $32,354 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $0 |
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 | $246,204 | $160,088+53.8% | $112,977+117.9% | $73,409+235.4% |
| Participation rate | 91.7% | 90.7%+1.0pp | 82.6%+9.1pp | 72.2%+19.5pp |
| Annual return | 18.06% | 17.93%+0.1pp | 24.24%-6.2pp | 59.29%-41.2pp |
| Employer contribution / active EE | $5,115 | $5,200-1.6% | $4,255+20.2% | $2,234+129.0% |
| Participant deferral / active EE | $8,221 | $8,024+2.5% | $5,836+40.9% | $3,805+116.0% |
| Admin fee / account holder | $63 | $133-52.2% | $6,294-99.0% | $158-59.8% |