Filed August 8, 2008
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 INC2 years Filed as: T. ROWE PRICE RPS, INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,809 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CONSULTING ASSOC Service code 16 · EIN 34-7753575 | Consulting | $32,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,119 | $99,078-24.2% | $96,544-22.2% | $74,419+0.9% |
| Participation rate | 96.7% | 80.7%+16.1pp | 76.0%+20.8pp | 70.7%+26.0pp |
| Annual return | 20.66% | 22.48%-1.8pp | 25.84%-5.2pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,518 | $2,570-2.0% | $2,965-15.1% | $2,637-4.5% |
| Participant deferral / active EE | $5,140 | $4,933+4.2% | $4,851+6.0% | $4,528+13.5% |
| Admin fee / account holder | $165 | $225-26.4% | $8,252-98.0% | $348-52.5% |