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 |
|---|---|---|
EISNERAMPER LLP1 year Service code 10 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $71,760 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $42,888 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $116 |
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 | $85,726 | $73,125+17.2% | $125,175-31.5% | $77,787+10.2% |
| Participation rate | 47.4% | 79.4%-32.1pp | 79.8%-32.4pp | 73.2%-25.9pp |
| Annual return | 28.31% | 24.71%+3.6pp | 43.79%-15.5pp | 32.57%-4.3pp |
| Employer contribution / active EE | $848 | $2,413-64.9% | $3,865-78.1% | $2,504-66.1% |
| Participant deferral / active EE | $2,688 | $3,966-32.2% | $4,937-45.6% | $3,967-32.3% |
| Admin fee / account holder | $177 | $89+97.5% | $9,702-98.2% | $100+76.4% |