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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,296 |
Service code 15 PO BOX 60071 · RALEIGH, NC 27675 | Recordkeeping | $26,250 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $140 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,405 | $71,142+146.6% | $119,609+46.6% | $64,808+170.7% |
| Participation rate | 72.7% | 78.6%-5.9pp | 79.3%-6.5pp | 71.5%+1.2pp |
| Annual return | -20.05% | -10.01%-10.0pp | -14.97%-5.1pp | 32.82%-52.9pp |
| Employer contribution / active EE | $4,145 | $2,497+66.0% | $4,232-2.1% | $2,506+65.4% |
| Participant deferral / active EE | $8,633 | $4,490+92.3% | $5,602+54.1% | $4,310+100.3% |
| Admin fee / account holder | $84 | $162-48.4% | $10,323-99.2% | $188-55.4% |