Filed April 8, 2014
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $40,514 |
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $19,875 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $768 |
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 | $206,588 | $50,637+308.0% | $86,590+138.6% | $62,292+231.6% |
| Participation rate | 97.2% | 67.9%+29.3pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 21.01% | 20.80%+0.2pp | 964.84%-943.8pp | 28.90%-7.9pp |
| Employer contribution / active EE | $15,716 | $2,075+657.3% | $2,839+453.5% | $2,042+669.6% |
| Participant deferral / active EE | $11,144 | $2,611+326.8% | $3,609+208.8% | $3,169+251.6% |
| Admin fee / account holder | $214 | $413-48.2% | $4,906-95.6% | $479-55.3% |