Filed January 15, 2008
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 |
|---|---|---|
Service code 16 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Consulting | $54,837 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53,552 |
MCSOLEY MCCOY & CO6 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $18,000 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST · PHILADELPHIA, PA 19102 | Consulting | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,665 | $331,159-5.6% | $112,887+177.0% | $74,419+320.1% |
| Participation rate | 96.0% | 81.4%+14.6pp | 80.5%+15.5pp | 70.7%+25.3pp |
| Annual return | 18.50% | 21.62%-3.1pp | 34.10%-15.6pp | 34.38%-15.9pp |
| Employer contribution / active EE | $6,593 | $5,469+20.6% | $4,563+44.5% | $2,637+150.0% |
| Participant deferral / active EE | $13,765 | $8,097+70.0% | $6,513+111.3% | $4,528+204.0% |
| Admin fee / account holder | $321 | $281+14.1% | $7,047-95.5% | $348-7.8% |