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 INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $54,714 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Consulting | $36,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,524 | $88,890-8.3% | $102,423-20.4% | $77,643+5.0% |
| Participation rate | 97.3% | 80.9%+16.3pp | 76.5%+20.8pp | 70.6%+26.7pp |
| Annual return | 13.82% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,658 | $2,698-1.5% | $3,023-12.1% | $2,726-2.5% |
| Participant deferral / active EE | $5,997 | $5,145+16.6% | $5,053+18.7% | $4,647+29.1% |
| Admin fee / account holder | $188 | $235-20.2% | $9,451-98.0% | $430-56.4% |