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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $124,501 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $44,255 |
BROCK AND COMPANY2 years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $16,850 |
ROBINSON & COLE LLP5 years Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $16,637 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,173 | $136,266-15.5% | $90,749+26.9% | $77,904+47.8% |
| Participation rate | 96.5% | 86.6%+9.9pp | 75.7%+20.8pp | 73.7%+22.8pp |
| Annual return | -20.14% | -11.32%-8.8pp | -12.16%-8.0pp | 12.21%-32.3pp |
| Employer contribution / active EE | $6,226 | $4,215+47.7% | $2,921+113.2% | $2,848+118.6% |
| Participant deferral / active EE | $8,887 | $6,353+39.9% | $4,564+94.7% | $4,806+84.9% |
| Admin fee / account holder | $106 | $399-73.4% | $8,445-98.7% | $133-19.9% |