Filed December 5, 2016
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $139,846 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $75,530 |
COHNREZNICK LLP9 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $33,075 |
BOLTON PARTNERS, INC.7 years Filed as: BOLTON PARTNERS, INC Service code 16 100 LIGHT STREET · BALTIMORE, MD 21202 | Consulting | $15,000 |
MORNINGSTAR10+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,862 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,083 | $2,679,533-90.1% | $164,813+60.2% | $199,593+32.3% |
| Participation rate | 96.7% | 78.3%+18.4pp | 78.6%+18.1pp | 72.0%+24.7pp |
| Annual return | 16.16% | 17.93%-1.8pp | 69.93%-53.8pp | 34.25%-18.1pp |
| Employer contribution / active EE | $17,336 | $2,970+483.7% | $4,341+299.4% | $3,034+471.3% |
| Participant deferral / active EE | $17,639 | $5,010+252.1% | $6,031+192.5% | $5,087+246.8% |
| Admin fee / account holder | $118 | $1,982-94.0% | $12,690-99.1% | $269-56.1% |