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 LLC5 years Filed as: BADEN GAGE AND SCHROEDER, LLC Service code 10 6920 POINTE INVERNESS WAY · FORT WAYNE, IN 46804 | Accounting | $12,500 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,235 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
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 | $71,781 | $86,897-17.4% | $151,611-52.7% | $64,808+10.8% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.5%+8.6pp | 71.5%+24.6pp |
| Annual return | -18.08% | -3.57%-14.5pp | 3.33%-21.4pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,019 | $4,010-49.6% | $6,166-67.3% | $2,506-19.4% |
| Participant deferral / active EE | $6,113 | $6,690-8.6% | $8,363-26.9% | $4,310+41.8% |
| Admin fee / account holder | $25 | $153-83.6% | $11,616-99.8% | $188-86.6% |