Filed December 7, 2007
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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,002 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON6 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO5 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
PIMCO FUNDS10+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB FUNDS Service code 28 · EIN 42-1558009 | Investment Management | $0 |
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,433 | $80,731+19.4% | $103,374-6.7% | $74,546+29.4% |
| Participation rate | 52.4% | 65.7%-13.3pp | 74.5%-22.1pp | 67.2%-14.8pp |
| Annual return | 12.72% | 27.56%-14.8pp | 24.89%-12.2pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $2,087 | $3,158-33.9% | $3,869-46.1% | $2,624-20.5% |
| Participant deferral / active EE | $4,371 | $3,860+13.2% | $5,058-13.6% | $4,347+0.6% |
| Admin fee / account holder | $12 | $2,369-99.5% | $8,394-99.9% | $1,944-99.4% |