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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,912 |
Filed as: SANDHILL INVESTMENT MANAGEMENT Service code 16 40 FOUNTAIN PLAZA · BUFFALO, NY 14202 | Consulting | $23,151 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $15,457 |
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 | $60,575 | $62,928-3.7% | $172,739-64.9% | $67,579-10.4% |
| Participation rate | 97.9% | 64.5%+33.4pp | 82.6%+15.2pp | 71.3%+26.6pp |
| Annual return | 22.54% | 30.36%-7.8pp | 802.84%-780.3pp | 378.56%-356.0pp |
| Employer contribution / active EE | $4,664 | $1,636+185.1% | $5,143-9.3% | $2,148+117.2% |
| Participant deferral / active EE | $4,200 | $2,145+95.8% | $5,198-19.2% | $3,539+18.7% |
| Admin fee / account holder | $147 | $167-11.8% | $13,954-98.9% | $142+3.3% |