Filed January 31, 2008 (most recent of 2 filings on file)
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 INC2 years Service code 15 · EIN 52-1714114 | Recordkeeping | $480,784 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $416,716 |
VERUS10+ years Service code 27 · EIN 94-3194697 | Advisory (Plan) | $79,798 |
OGLETREE DEAKINS1 year Filed as: OGLETREE,DEAKINS,NASHSMOAK & STEWAR Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $23,522 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,500 |
Filed as: SOCIAL FINANCE LLC Service code 16 234 1ST STREET · SAN FRANCISCO, CA 94105 | Consulting | $10,998 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Other commissions; Float revenue; Dir... | $943 |
Filed as: CHARLES SCHWAB & CO., INC.HTTPS//R Service code 33 | Shareholder servicing fees; Float rev... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,991 | $117,739+23.1% | $116,228+24.7% | $117,739+23.1% |
| Participation rate | 96.1% | 76.6%+19.5pp | 74.6%+21.6pp | 76.6%+19.5pp |
| Annual return | 16.79% | 17.29%-0.5pp | 90.06%-73.3pp | 17.29%-0.5pp |
| Employer contribution / active EE | $7,560 | $3,746+101.8% | $2,994+152.5% | $3,746+101.8% |
| Participant deferral / active EE | $7,912 | $6,128+29.1% | $4,953+59.7% | $6,128+29.1% |
| Admin fee / account holder | $89 | $112-20.2% | $11,989-99.3% | $112-20.2% |