Filed April 23, 2008
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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,122 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10026 | Advisory (Plan) | $30,900 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,811 | $37,196+36.6% | $154,107-67.0% | $55,725-8.8% |
| Participation rate | 98.4% | 64.1%+34.3pp | 83.0%+15.4pp | 70.9%+27.6pp |
| Annual return | -4.85% | 1319.68%-1324.5pp | 735.12%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $4,512 | $1,614+179.5% | $5,298-14.8% | $2,078+117.1% |
| Participant deferral / active EE | $4,052 | $2,068+95.9% | $5,081-20.2% | $3,356+20.7% |
| Admin fee / account holder | $132 | $102+30.3% | $13,411-99.0% | $115+14.9% |