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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $411,885 |
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $49,350 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $3,457 |
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 | $113,206 | $134,619-15.9% | $111,297+1.7% | $101,517+11.5% |
| Participation rate | 94.0% | 89.0%+5.0pp | 77.3%+16.7pp | 74.6%+19.5pp |
| Annual return | 13.22% | 17.96%-4.7pp | 54.65%-41.4pp | 21.00%-7.8pp |
| Employer contribution / active EE | $4,140 | $3,829+8.1% | $2,731+51.6% | $2,973+39.3% |
| Participant deferral / active EE | $4,767 | $6,572-27.5% | $4,487+6.2% | $4,873-2.2% |
| Admin fee / account holder | $71 | $86-17.8% | $7,964-99.1% | $139-49.1% |