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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 16 ONE HUNDRED NORTHFIELD DRIVE · WINDSOR, CT 06095 | Consulting | $54,394 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS INC. Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $12,773 |
INSERO & CO. CPAS, LLP2+ years Service code 10 2 STATE STREET SUITE 300 · ROCHESTER, NY 14614 | Accounting | $11,200 |
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 | $133,606 | $80,211+66.6% | $74,183+80.1% | $63,975+108.8% |
| Participation rate | 98.9% | 84.2%+14.7pp | 76.6%+22.3pp | 71.1%+27.8pp |
| Annual return | 7.52% | 14.13%-6.6pp | 17.74%-10.2pp | 48.65%-41.1pp |
| Employer contribution / active EE | $6,170 | $2,553+141.6% | $2,370+160.3% | $2,182+182.8% |
| Participant deferral / active EE | $9,328 | $4,370+113.5% | $3,550+162.8% | $3,356+177.9% |
| Admin fee / account holder | $25 | $67-62.6% | $5,586-99.5% | $70-64.3% |