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.3+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $58,179 |
COHNREZNICK LLP2 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $17,620 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,945 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $13,251 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT STREET · BALTIMORE, MD 21202 | Consulting | $11,196 |
MORNEAU SHEPELL1 year Service code 14 LOCK BOX 785806 · PHILADELPHIA PA, PA 19178 | Plan Administrator | $6,024 |
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 | $182,836 | $67,228+172.0% | $117,854+55.1% | $77,958+134.5% |
| Participation rate | 96.1% | 79.4%+16.7pp | 79.7%+16.4pp | 71.6%+24.4pp |
| Annual return | 20.24% | 19.13%+1.1pp | 335.08%-314.8pp | 20.87%-0.6pp |
| Employer contribution / active EE | $10,577 | $2,211+378.4% | $3,786+179.4% | $2,310+357.8% |
| Participant deferral / active EE | $11,840 | $3,653+224.1% | $4,482+164.2% | $3,537+234.8% |
| Admin fee / account holder | $40 | $76-47.3% | $8,020-99.5% | $97-59.0% |