Filed February 13, 2008
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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $298,611 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $162,152 |
Filed as: FIDUCIARY COUNSELORS INC. Service code 29 700 12TH STREET NW · WASHINGTON, DC 20005 | Legal | $65,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,206 | $81,719+47.1% | $101,248+18.7% | $90,288+33.1% |
| Participation rate | 93.0% | 80.7%+12.3pp | 75.8%+17.2pp | 73.4%+19.7pp |
| Annual return | 24.04% | 337.64%-313.6pp | 46.47%-22.4pp | 53.97%-29.9pp |
| Employer contribution / active EE | $4,803 | $3,622+32.6% | $3,660+31.2% | $2,524+90.3% |
| Participant deferral / active EE | $7,090 | $3,310+114.2% | $4,370+62.2% | $4,232+67.5% |
| Admin fee / account holder | $93 | $162-42.4% | $5,945-98.4% | $114-18.2% |