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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $70,000 |
COHNREZNICK LLP1 year Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $42,340 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,956 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $13,447 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT STREET · BALTIMORE, MD 21202 | Consulting | $10,181 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,154 | $61,125+152.2% | $108,579+42.0% | $63,975+141.0% |
| Participation rate | 96.0% | 80.5%+15.5pp | 79.6%+16.4pp | 71.1%+24.8pp |
| Annual return | 6.02% | 14.06%-8.0pp | -51.70%+57.7pp | 48.65%-42.6pp |
| Employer contribution / active EE | $10,387 | $2,237+364.4% | $3,758+176.4% | $2,182+376.1% |
| Participant deferral / active EE | $11,989 | $3,574+235.5% | $4,311+178.1% | $3,356+257.2% |
| Admin fee / account holder | $49 | $72-31.3% | $7,645-99.4% | $70-29.8% |