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 ADVISORS4+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $40,000 |
GRANT THORNTON LLP3 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $20,776 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $730 |
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 | $240,733 | $51,620+366.4% | $90,281+166.6% | $65,185+269.3% |
| Participation rate | 96.9% | 68.6%+28.3pp | 73.3%+23.6pp | 70.2%+26.7pp |
| Annual return | 24.04% | 24.94%-0.9pp | 78.10%-54.1pp | 29.38%-5.3pp |
| Employer contribution / active EE | $16,403 | $2,235+634.1% | $2,854+474.7% | $2,177+653.6% |
| Participant deferral / active EE | $12,601 | $2,871+339.0% | $3,885+224.3% | $3,514+258.6% |
| Admin fee / account holder | $215 | $384-44.0% | $5,351-96.0% | $847-74.6% |