Filed December 27, 2007
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 |
|---|---|---|
KYOCERA DOCUMENT SOLUTIONS1+ years Service code 10 225 SAND ROAD · FAIRFIELD, NJ 07004 | Accounting | $46,200 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,924 | $57,096+129.3% | $94,224+38.9% | $55,191+137.2% |
| Participation rate | 83.5% | 75.7%+7.9pp | 78.8%+4.8pp | 69.2%+14.4pp |
| Annual return | 3.03% | 159.65%-156.6pp | 10.68%-7.7pp | 10.78%-7.8pp |
| Employer contribution / active EE | $3,960 | $1,708+131.9% | $3,587+10.4% | $1,899+108.6% |
| Participant deferral / active EE | $7,599 | $3,165+140.1% | $4,320+75.9% | $3,046+149.5% |
| Admin fee / account holder | $83 | $89-6.5% | $6,269-98.7% | $91-8.0% |