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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $111,173 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $30,675 |
COHNREZNICK LLP3+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $21,000 |
ROBINSON & COLE LLP3+ years Filed as: ROBINSON AND COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $9,404 |
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 | $117,468 | $75,284+56.0% | $91,001+29.1% | $69,631+68.7% |
| Participation rate | 97.3% | 80.4%+16.9pp | 75.6%+21.7pp | 70.7%+26.6pp |
| Annual return | 19.38% | 48.40%-29.0pp | 4.60%+14.8pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $5,938 | $2,473+140.1% | $2,456+141.8% | $2,032+192.2% |
| Participant deferral / active EE | $6,776 | $3,700+83.2% | $3,547+91.0% | $3,224+110.2% |
| Admin fee / account holder | $178 | $111+61.4% | $5,417-96.7% | $110+61.6% |