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 LLC1 year Filed as: BADEN GAGE AND SCHROEDER, LLC Service code 10 6920 POINTE INVERNESS WAY · FORT WAYNE, IN 46804 | Accounting | $12,770 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $90 |
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 | $63,360 | $80,005-20.8% | $140,016-54.7% | $55,725+13.7% |
| Participation rate | 94.2% | 87.0%+7.2pp | 87.5%+6.7pp | 70.9%+23.3pp |
| Annual return | -3.37% | 0.46%-3.8pp | 651.12%-654.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,620 | $5,264+6.8% | $6,927-18.9% | $3,356+67.5% |
| Admin fee / account holder | $20 | $116-82.3% | $10,705-99.8% | $115-82.2% |