Filed April 9, 2009
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 |
|---|---|---|
TANNER LLC1+ years Filed as: TANNER, LLC Service code 10 · EIN 20-2253063 | Accounting | $8,748 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,464 | $56,171+139.4% | $108,745+23.7% | $55,167+143.7% |
| Participation rate | 62.2% | 70.7%-8.5pp | 77.7%-15.5pp | 69.0%-6.8pp |
| Annual return | 8.56% | 214.86%-206.3pp | 46.22%-37.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,777 | $2,153+29.0% | $3,323-16.4% | $1,963+41.5% |
| Participant deferral / active EE | $8,243 | $3,437+139.8% | $5,121+61.0% | $3,054+169.9% |
| Admin fee / account holder | $28 | $302-90.7% | $6,144-99.5% | $504-94.5% |