Filed January 5, 2012
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 |
|---|---|---|
ASCENSUS LLC3+ years Filed as: BADEN GAGE AND SCHROEDER LLC Service code 10 6920 POINTE INVERNESS WAY · FORT WAYNE, IN 46804 | Accounting | $32,496 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $330 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,814 | $81,537-16.8% | $149,718-54.7% | $69,631-2.6% |
| Participation rate | 94.1% | 86.1%+7.9pp | 87.1%+7.0pp | 70.7%+23.4pp |
| Annual return | 18.55% | 22.79%-4.2pp | 1501.63%-1483.1pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,782 | $4,994-4.2% | $6,569-27.2% | $3,224+48.3% |
| Admin fee / account holder | $51 | $107-52.5% | $11,283-99.5% | $110-54.0% |