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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $99,864 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,448 | $86,225+28.1% | $146,665-24.7% | $86,799+27.2% |
| Participation rate | 58.6% | 78.0%-19.4pp | 80.1%-21.5pp | 72.3%-13.7pp |
| Annual return | 14.40% | 31.23%-16.8pp | 22.74%-8.3pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,275 | $2,392-46.7% | $4,136-69.2% | $2,405-47.0% |
| Participant deferral / active EE | $4,002 | $4,245-5.7% | $5,506-27.3% | $4,131-3.1% |
| Admin fee / account holder | $164 | $195-15.8% | $10,280-98.4% | $170-3.0% |