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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $160,598 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $31,595 |
COHNREZNICK LLP4+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $23,000 |
ROBINSON & COLE LLP1 year Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $14,613 |
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 | $108,035 | $134,045-19.4% | $80,019+35.0% | $75,289+43.5% |
| Participation rate | 96.6% | 85.8%+10.8pp | 75.8%+20.8pp | 72.4%+24.2pp |
| Annual return | 0.01% | -0.56%+0.6pp | 11.22%-11.2pp | -0.04%0pp |
| Employer contribution / active EE | $5,951 | $3,492+70.4% | $2,468+141.1% | $2,405+147.4% |
| Participant deferral / active EE | $7,554 | $4,976+51.8% | $3,686+105.0% | $3,739+102.1% |
| Admin fee / account holder | $223 | $124+80.2% | $6,521-96.6% | $102+118.1% |