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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,809 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $1 |
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 | $275,446 | $172,932+59.3% | $119,258+131.0% | $86,799+217.3% |
| Participation rate | 91.4% | 89.4%+1.9pp | 82.7%+8.6pp | 72.3%+19.1pp |
| Annual return | 13.62% | 20.96%-7.3pp | 30.69%-17.1pp | 97.91%-84.3pp |
| Employer contribution / active EE | $5,273 | $5,487-3.9% | $4,384+20.3% | $2,405+119.2% |
| Participant deferral / active EE | $8,653 | $8,466+2.2% | $6,111+41.6% | $4,131+109.5% |
| Admin fee / account holder | $66 | $150-56.2% | $7,226-99.1% | $170-61.1% |