Filed November 16, 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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $140,426 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $39,143 |
BROCK AND COMPANY5 years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $21,400 |
ROBINSON & COLE LLP8 years Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $7,328 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,697 | $123,077-5.2% | $116,228+0.4% | $102,872+13.4% |
| Participation rate | 93.8% | 87.0%+6.8pp | 74.6%+19.2pp | 73.0%+20.8pp |
| Annual return | 14.92% | 15.84%-0.9pp | 90.06%-75.1pp | 19.06%-4.1pp |
| Employer contribution / active EE | $5,489 | $4,380+25.3% | $2,994+83.3% | $3,526+55.7% |
| Participant deferral / active EE | $8,348 | $6,746+23.8% | $4,953+68.5% | $5,535+50.8% |
| Admin fee / account holder | $85 | $115-26.2% | $11,989-99.3% | $292-70.9% |