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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,559 |
Filed as: SANDHILL INVESTMENT MANAGEMENT Service code 26 40 FOUNTAIN PLAZA · BUFFALO, NY 14202 | Advisory (Participants) | $30,899 |
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 | $69,078 | $52,293+32.1% | $178,490-61.3% | $73,409-5.9% |
| Participation rate | 97.8% | 65.3%+32.5pp | 81.9%+15.9pp | 72.2%+25.7pp |
| Annual return | 17.06% | 34.75%-17.7pp | 151.07%-134.0pp | 59.29%-42.2pp |
| Employer contribution / active EE | $5,298 | $1,735+205.3% | $5,011+5.7% | $2,234+137.2% |
| Participant deferral / active EE | $4,778 | $2,332+104.9% | $5,202-8.1% | $3,805+25.5% |
| Admin fee / account holder | $131 | $127+2.7% | $13,984-99.1% | $158-17.1% |