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 ADVISORS5+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $55,000 |
GRANT THORNTON LLP4 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $21,200 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $953 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $302,039 | $66,124+356.8% | $90,404+234.1% | $73,488+311.0% |
| Participation rate | 96.9% | 69.7%+27.3pp | 72.7%+24.2pp | 70.7%+26.2pp |
| Annual return | 21.44% | 17.65%+3.8pp | 1293.02%-1271.6pp | 28.51%-7.1pp |
| Employer contribution / active EE | $17,803 | $2,346+658.7% | $3,262+445.8% | $2,270+684.2% |
| Participant deferral / active EE | $13,275 | $3,039+336.8% | $3,963+235.0% | $3,740+255.0% |
| Admin fee / account holder | $285 | $396-28.1% | $5,611-94.9% | $513-44.5% |