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 |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,500 |
EISNERAMPER LLP2 years Service code 10 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $37,440 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $126 |
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 | $187,424 | $69,159+171.0% | $125,175+49.7% | $67,579+177.3% |
| Participation rate | 83.8% | 78.2%+5.6pp | 79.8%+4.0pp | 71.3%+12.5pp |
| Annual return | 21.11% | 27.12%-6.0pp | 43.79%-22.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $3,685 | $2,023+82.1% | $3,865-4.7% | $2,148+71.6% |
| Participant deferral / active EE | $8,901 | $3,700+140.6% | $4,937+80.3% | $3,539+151.5% |
| Admin fee / account holder | $109 | $142-23.0% | $9,702-98.9% | $142-23.3% |