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 LLC6 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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,552 | $100,227-14.6% | $169,993-49.7% | $74,419+15.0% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.0%+9.4pp | 70.7%+25.7pp |
| Annual return | 19.38% | 66.08%-46.7pp | 53.37%-34.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,385 | $4,263-44.1% | $6,785-64.8% | $2,637-9.6% |
| Participant deferral / active EE | $6,673 | $7,143-6.6% | $10,408-35.9% | $4,528+47.4% |
| Admin fee / account holder | $25 | $234-89.5% | $12,815-99.8% | $348-92.9% |