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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $42,047 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $35,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $54 |
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 | $199,344 | $91,372+118.2% | $129,995+53.3% | $74,419+167.9% |
| Participation rate | 71.7% | 77.8%-6.1pp | 78.5%-6.8pp | 70.7%+1.0pp |
| Annual return | 20.38% | 23.21%-2.8pp | -137.18%+157.6pp | 34.38%-14.0pp |
| Employer contribution / active EE | $3,933 | $2,563+53.4% | $4,320-8.9% | $2,637+49.1% |
| Participant deferral / active EE | $8,639 | $4,721+83.0% | $5,820+48.4% | $4,528+90.8% |
| Admin fee / account holder | $104 | $283-63.3% | $10,614-99.0% | $348-70.1% |