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 ADVISORS3+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $40,000 |
GRANT THORNTON LLP2 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $20,405 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $830 |
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 | $199,148 | $44,873+343.8% | $79,464+150.6% | $56,287+253.8% |
| Participation rate | 96.1% | 68.7%+27.4pp | 73.3%+22.7pp | 69.9%+26.2pp |
| Annual return | -5.31% | 0.81%-6.1pp | 718.14%-723.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $16,582 | $2,140+674.9% | $2,800+492.1% | $2,111+685.5% |
| Participant deferral / active EE | $12,554 | $2,746+357.2% | $3,704+238.9% | $3,350+274.8% |
| Admin fee / account holder | $219 | $418-47.7% | $5,113-95.7% | $521-58.0% |