Filed August 8, 2008
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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CONSULTING ASSOC Service code 16 · EIN 34-7753575 | Consulting | $32,033 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,206 |
FINDLEY8+ years Filed as: FINDLEY DAVIES Service code 13 · EIN 34-1213174 | Contract Administrator | $19,187 |
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $5,484 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,572 | $72,254-7.9% | $86,677-23.2% | $64,808+2.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -17.62% | 392.42%-410.0pp | 35.91%-53.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $2,596 | $2,393+8.5% | $2,836-8.5% | $2,506+3.6% |
| Participant deferral / active EE | $4,865 | $4,658+4.5% | $4,656+4.5% | $4,310+12.9% |
| Admin fee / account holder | $204 | $174+17.6% | $7,493-97.3% | $188+8.9% |