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 LLC3+ years Filed as: TANNER, LLC Service code 10 · EIN 20-2253063 | Accounting | $7,298 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $280 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,233 | $57,384+147.9% | $106,387+33.7% | $56,287+152.7% |
| Participation rate | 70.5% | 71.3%-0.8pp | 77.5%-6.9pp | 69.9%+0.7pp |
| Annual return | -2.11% | 5.91%-8.0pp | 0.25%-2.4pp | -9.96%+7.9pp |
| Employer contribution / active EE | $4,806 | $2,348+104.7% | $3,520+36.5% | $2,111+127.6% |
| Participant deferral / active EE | $11,712 | $3,799+208.3% | $5,421+116.0% | $3,350+249.6% |
| Admin fee / account holder | $17 | $566-97.0% | $7,510-99.8% | $521-96.7% |