Filed April 8, 2014 (most recent of 4 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 |
|---|---|---|
GRAYDON HEAD & RITCHEY2 years Filed as: GRAYDON HEAD AND RITCHEY LLP Service code 29 P.O. BOX 6464 · CINCINNATI, OH 45201 | Legal | $70,531 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS INC. Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Participant loan processing; Securiti... | $10,882 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,810 | $176,491+13.2% | $95,952+108.2% | $90,288+121.3% |
| Participation rate | 97.1% | 86.6%+10.5pp | 77.1%+20.0pp | 73.4%+23.7pp |
| Annual return | 19.56% | 20.14%-0.6pp | 91.61%-72.1pp | 53.97%-34.4pp |
| Employer contribution / active EE | $5,118 | $2,789+83.5% | $2,541+101.4% | $2,524+102.8% |
| Participant deferral / active EE | $7,473 | $5,340+40.0% | $4,167+79.3% | $4,232+76.6% |
| Admin fee / account holder | $22 | $154-85.6% | $6,795-99.7% | $114-80.6% |