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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $46,767 |
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,461 | $71,142+28.6% | $119,609-23.5% | $64,808+41.1% |
| Participation rate | 58.1% | 78.6%-20.5pp | 79.3%-21.2pp | 71.5%-13.4pp |
| Annual return | -17.65% | -10.01%-7.6pp | -14.97%-2.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,405 | $2,497-43.7% | $4,232-66.8% | $2,506-43.9% |
| Participant deferral / active EE | $4,401 | $4,490-2.0% | $5,602-21.4% | $4,310+2.1% |
| Admin fee / account holder | $98 | $162-39.5% | $10,323-99.0% | $188-47.7% |