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 INC2+ years Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $254,120 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 16 ONE HUNDRED NORTHFIELD DRIVE · WINDSOR, CT 06095 | Consulting | $41,681 |
BONADIO & CO., LLP1 year Service code 10 100 CORPORATE PARKWAY SUITE 200 · AMHERST, NY 14226 | Accounting | $10,250 |
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 | $89,186 | $88,730+0.5% | $82,313+8.3% | $77,958+14.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 16.00% | 20.88%-4.9pp | 25.88%-9.9pp | 20.87%-4.9pp |
| Employer contribution / active EE | $6,851 | $2,758+148.4% | $2,428+182.1% | $2,310+196.5% |
| Participant deferral / active EE | $9,603 | $4,634+107.2% | $3,706+159.1% | $3,537+171.5% |
| Admin fee / account holder | $59 | $74-20.7% | $5,608-99.0% | $97-39.7% |