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 MASSENA3 years Filed as: ARNERICH MASSENA, INC Service code 27 2045 NE MARTIN LUTHER KING JR. BLVD · PORTLAND, OR 97212 | Advisory (Plan) | $32,250 |
FINANCIAL ENGINES3 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $21,101 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,638 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage c... | $199 |
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 | $244,892 | $79,519+208.0% | $95,952+155.2% | $73,409+233.6% |
| Participation rate | 87.0% | 81.2%+5.8pp | 77.1%+9.9pp | 72.2%+14.8pp |
| Annual return | 15.49% | 19.20%-3.7pp | 91.61%-76.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,937 | $2,048+43.4% | $2,541+15.6% | $2,234+31.5% |
| Participant deferral / active EE | $9,046 | $4,138+118.6% | $4,167+117.1% | $3,805+137.7% |
| Admin fee / account holder | $101 | $184-45.2% | $6,795-98.5% | $158-36.1% |