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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $48,184 |
CAPFINANCIAL PARTNERS LLC3 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $35,788 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other com... | $335 |
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 | $218,676 | $89,436+144.5% | $164,813+32.7% | $77,643+181.6% |
| Participation rate | 74.4% | 78.6%-4.2pp | 78.6%-4.2pp | 70.6%+3.9pp |
| Annual return | 15.96% | 28.83%-12.9pp | 69.93%-54.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $4,408 | $2,569+71.6% | $4,341+1.5% | $2,726+61.7% |
| Participant deferral / active EE | $9,147 | $4,897+86.8% | $6,031+51.7% | $4,647+96.8% |
| Admin fee / account holder | $112 | $339-67.1% | $12,690-99.1% | $430-74.1% |