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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $76,337 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $10 |
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 | $209,003 | $78,419+166.5% | $133,956+56.0% | $73,409+184.7% |
| Participation rate | 85.2% | 78.6%+6.6pp | 79.8%+5.4pp | 72.2%+13.0pp |
| Annual return | 23.02% | 33.35%-10.3pp | 45.09%-22.1pp | 59.29%-36.3pp |
| Employer contribution / active EE | $3,954 | $2,044+93.5% | $3,919+0.9% | $2,234+77.0% |
| Participant deferral / active EE | $8,917 | $3,925+127.2% | $5,048+76.7% | $3,805+134.3% |
| Admin fee / account holder | $103 | $161-36.0% | $8,927-98.8% | $158-34.7% |