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 |
|---|---|---|
EISNERAMPER LLP1 year Service code 10 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $73,551 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,330 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $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 | $165,373 | $62,267+165.6% | $110,238+50.0% | $55,725+196.8% |
| Participation rate | 84.0% | 78.1%+5.9pp | 79.8%+4.2pp | 70.9%+13.1pp |
| Annual return | -3.90% | -1.07%-2.8pp | 314.74%-318.6pp | 244.93%-248.8pp |
| Employer contribution / active EE | $4,204 | $1,941+116.5% | $3,826+9.9% | $2,078+102.3% |
| Participant deferral / active EE | $8,757 | $3,516+149.1% | $4,672+87.4% | $3,356+161.0% |
| Admin fee / account holder | $117 | $121-3.4% | $8,547-98.6% | $115+1.4% |