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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $30,000 |
COHNREZNICK LLP2+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $24,000 |
ROBINSON & COLE LLP1+ years Filed as: ROBINSON COLE Service code 16 280 TRUMBULL STREET · HARTFORD, CT 06103 | Consulting | $10,977 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,196 |
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 | $111,629 | $74,024+50.8% | $77,999+43.1% | $57,658+93.6% |
| Participation rate | 96.3% | 79.7%+16.6pp | 75.5%+20.8pp | 70.2%+26.1pp |
| Annual return | 7.37% | 12.14%-4.8pp | 425.96%-418.6pp | 5.13%+2.2pp |
| Employer contribution / active EE | $6,424 | $2,365+171.6% | $2,470+160.1% | $1,974+225.4% |
| Participant deferral / active EE | $7,314 | $3,533+107.0% | $3,497+109.2% | $3,061+139.0% |
| Admin fee / account holder | $59 | $93-36.8% | $5,480-98.9% | $95-37.7% |