Filed October 16, 2007
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 Filed as: T. ROWE PRICE RPS INC. Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $80,630 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $70,526 |
BONADIO & CO., LLP9 years Service code 10 100 CORPORATE PARKWAY, SUITE 200 · AMHERST, NY 14226 | Accounting | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,292 | $98,727+150.5% | $113,168+118.5% | $85,563+189.0% |
| Participation rate | 92.3% | 80.8%+11.5pp | 76.6%+15.7pp | 66.0%+26.3pp |
| Annual return | 12.64% | 17.43%-4.8pp | 24.27%-11.6pp | 31.51%-18.9pp |
| Employer contribution / active EE | $4,541 | $2,907+56.2% | $2,975+52.6% | $2,654+71.1% |
| Participant deferral / active EE | $11,520 | $5,424+112.4% | $5,107+125.6% | $4,375+163.3% |
| Admin fee / account holder | $154 | $357-56.8% | $12,068-98.7% | $834-81.5% |