Filed December 19, 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 3-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 |
|---|---|---|
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $49,350 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $47,010 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,278 | $144,996-63.3% | $111,297-52.1% | $93,030-42.7% |
| Participation rate | 87.8% | 86.2%+1.7pp | 77.3%+10.5pp | 73.9%+13.9pp |
| Annual return | 11.04% | 18.26%-7.2pp | 54.65%-43.6pp | 158.70%-147.7pp |
| Employer contribution / active EE | $1,237 | $3,056-59.5% | $2,731-54.7% | $2,706-54.3% |
| Participant deferral / active EE | $1,676 | $5,587-70.0% | $4,487-62.6% | $4,562-63.3% |
| Admin fee / account holder | $74 | $103-28.8% | $7,964-99.1% | $152-51.4% |