Filed November 13, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 16 11101 SW SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $37,157 |
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $10,586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,264 | $60,261+162.6% | $81,783+93.5% | $74,546+112.3% |
| Participation rate | 91.6% | 62.9%+28.7pp | 72.4%+19.2pp | 67.2%+24.4pp |
| Annual return | 20.70% | 16.88%+3.8pp | 775.05%-754.4pp | 1366.03%-1345.3pp |
| Employer contribution / active EE | $5,875 | $2,622+124.1% | $2,913+101.7% | $2,624+123.9% |
| Participant deferral / active EE | $9,604 | $3,388+183.5% | $4,320+122.3% | $4,347+120.9% |
| Admin fee / account holder | $284 | $1,482-80.8% | $7,380-96.1% | $1,944-85.4% |