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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $96,258 |
COHNREZNICK LLP6+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $25,800 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $25,324 |
ROBINSON & COLE LLP3 years Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $14,458 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $8,441 |
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 | $131,799 | $105,190+25.3% | $98,907+33.3% | $90,288+46.0% |
| Participation rate | 95.3% | 86.4%+8.9pp | 76.0%+19.2pp | 73.4%+21.9pp |
| Annual return | 17.09% | 18.52%-1.4pp | 196.43%-179.3pp | 53.97%-36.9pp |
| Employer contribution / active EE | $5,600 | $3,831+46.2% | $2,689+108.3% | $2,524+121.8% |
| Participant deferral / active EE | $7,675 | $5,616+36.7% | $4,244+80.8% | $4,232+81.4% |
| Admin fee / account holder | $96 | $97-0.9% | $6,642-98.5% | $114-15.4% |