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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,845 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,908 | $71,666+3.1% | $117,854-37.3% | $69,631+6.1% |
| Participation rate | 55.1% | 77.5%-22.5pp | 79.7%-24.6pp | 70.7%-15.6pp |
| Annual return | 20.96% | 18.86%+2.1pp | 335.08%-314.1pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $966 | $1,889-48.9% | $3,786-74.5% | $2,032-52.5% |
| Participant deferral / active EE | $2,749 | $3,340-17.7% | $4,482-38.7% | $3,224-14.7% |
| Admin fee / account holder | $7 | $120-94.4% | $8,020-99.9% | $110-93.9% |