Filed May 1, 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 INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $800 |
AMERICAN CENTURY1+ years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY FUNDS Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
MANAGERS FUNDS1+ years Service code 28 · EIN 06-1298481 | Investment Management | $0 |
OPPENHEIMER1+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS. INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,843 | $37,134+20.8% | $100,671-55.5% | $52,331-14.3% |
| Participation rate | 60.0% | 57.7%+2.3pp | 70.7%-10.7pp | 68.1%-8.1pp |
| Annual return | 6.07% | 0.10%+6.0pp | 20.43%-14.4pp | 4.54%+1.5pp |
| Employer contribution / active EE | $1,432 | $1,187+20.6% | $4,012-64.3% | $1,882-23.9% |
| Participant deferral / active EE | $3,120 | $2,163+44.2% | $3,144-0.8% | $3,022+3.2% |
| Admin fee / account holder | $8 | $467-98.3% | $4,850-99.8% | $592-98.6% |