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 INC9+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $224,287 |
Service code 28 1 IRON STREET · BOSTON, MA 02210 | Investment Management | $5,127 |
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 | $144,585 | $241,101-40.0% | $103,333+39.9% | $199,593-27.6% |
| Participation rate | 96.6% | 78.3%+18.3pp | 74.5%+22.1pp | 72.0%+24.6pp |
| Annual return | -15.02% | 17.80%-32.8pp | 24.88%-39.9pp | 34.25%-49.3pp |
| Employer contribution / active EE | $5,867 | $4,244+38.2% | $3,868+51.7% | $3,034+93.4% |
| Participant deferral / active EE | $8,807 | $3,958+122.5% | $5,057+74.1% | $5,087+73.1% |
| Admin fee / account holder | $41 | $288-85.9% | $8,355-99.5% | $269-84.9% |