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 5-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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $290,690 |
GRANT THORNTON LLP1+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $35,700 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Float r... | $4,360 |
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 | $101,579 | $124,049-18.1% | $95,952+5.9% | $93,223+9.0% |
| Participation rate | 94.9% | 88.4%+6.5pp | 77.1%+17.8pp | 74.9%+20.0pp |
| Annual return | 82.23% | 22.17%+60.1pp | 91.61%-9.4pp | 19.29%+62.9pp |
| Employer contribution / active EE | $3,344 | $3,478-3.8% | $2,541+31.6% | $2,680+24.8% |
| Participant deferral / active EE | $4,021 | $6,147-34.6% | $4,167-3.5% | $4,563-11.9% |
| Admin fee / account holder | $55 | $73-23.9% | $6,795-99.2% | $79-30.1% |