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 Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $62,477 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Consulting | $38,807 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,236 | $98,727-2.5% | $113,168-15.0% | $85,563+12.5% |
| Participation rate | 95.8% | 80.8%+15.0pp | 76.6%+19.2pp | 66.0%+29.8pp |
| Annual return | 16.27% | 17.43%-1.2pp | 24.27%-8.0pp | 31.51%-15.2pp |
| Employer contribution / active EE | $2,870 | $2,907-1.3% | $2,975-3.5% | $2,654+8.2% |
| Participant deferral / active EE | $6,716 | $5,424+23.8% | $5,107+31.5% | $4,375+53.5% |
| Admin fee / account holder | $215 | $357-39.7% | $12,068-98.2% | $834-74.2% |