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 | $60,323+162.4% | $81,812+93.5% | $74,495+112.5% |
| Participation rate | 91.6% | 62.9%+28.7pp | 72.3%+19.3pp | 67.2%+24.4pp |
| Annual return | 20.70% | 16.90%+3.8pp | 773.79%-753.1pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $5,875 | $2,620+124.2% | $2,912+101.7% | $2,623+124.0% |
| Participant deferral / active EE | $9,604 | $3,387+183.5% | $4,319+122.4% | $4,346+121.0% |
| Admin fee / account holder | $284 | $1,486-80.9% | $7,386-96.2% | $1,942-85.4% |