Filed August 14, 2009 (most recent of 5 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 |
|---|---|---|
ARNERICH MASSENA2 years Filed as: ARNERICH MASSENA, INC Service code 27 2045 NE MARTIN LUTHER KING JR. BLVD · PORTLAND, OR 97212 | Advisory (Plan) | $43,000 |
FINANCIAL ENGINES2 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $21,550 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,779 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $933 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Securities brokerage; ... | $0 |
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 | $214,868 | $73,404+192.7% | $87,100+146.7% | $67,579+218.0% |
| Participation rate | 90.2% | 80.9%+9.3pp | 76.9%+13.3pp | 71.3%+18.9pp |
| Annual return | 18.86% | 48.29%-29.4pp | 28.19%-9.3pp | 378.56%-359.7pp |
| Employer contribution / active EE | $3,254 | $2,014+61.6% | $2,521+29.1% | $2,148+51.5% |
| Participant deferral / active EE | $9,677 | $3,913+147.3% | $4,049+139.0% | $3,539+173.4% |
| Admin fee / account holder | $123 | $142-13.4% | $7,497-98.4% | $142-13.8% |