Filed February 8, 1999 (most recent of 3 filings on file)
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 |
|---|---|---|
NEPC, LLC1 year Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $82,500 |
Filed as: BECHER, DELLA TORRE, GITTO & CO Service code 10 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $31,351 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $23,505 |
Filed as: MORGAN LEWIS BOCKIUS LLP Service code 10 ONE OXFORD CENTRE · PITTSBURGH, PA 15219 | Accounting | $14,677 |
Filed as: FARBER, BLICHT, EYERMAN HERZOG, LLP Service code 10 1000 WOODBURY RD · WOODBURY, NY 11797 | Accounting | $7,500 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,300 |
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 | $93,941 | $88,581+6.1% | $74,183+26.6% | $65,292+43.9% |
| Participation rate | 96.2% | 86.2%+10.0pp | 76.6%+19.6pp | 72.4%+23.8pp |
| Annual return | 8.54% | 11.72%-3.2pp | 17.74%-9.2pp | 11.84%-3.3pp |
| Employer contribution / active EE | $3,150 | $3,021+4.3% | $2,370+32.9% | $2,302+36.9% |
| Participant deferral / active EE | $4,871 | $4,898-0.6% | $3,550+37.2% | $3,579+36.1% |
| Admin fee / account holder | $12 | $60-80.2% | $5,586-99.8% | $57-79.4% |