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 7-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 |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,631 |
ASCENSUS LLC1+ years Filed as: BADEN GAGE AND SCHROEDER LLC Service code 10 6920 POINTE INVERNESS WAY · FORT WAYNE, IN 46804 | Accounting | $10,122 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,248 | $68,413-29.5% | $123,104-60.8% | $55,191-12.6% |
| Participation rate | 74.8% | 84.5%-9.7pp | 86.8%-11.9pp | 69.2%+5.7pp |
| Annual return | 8.47% | 6.30%+2.2pp | 13.22%-4.7pp | 10.78%-2.3pp |
| Employer contribution / active EE | $1,520 | $3,050-50.2% | $5,151-70.5% | $1,899-19.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $78 | $88-10.6% | $9,015-99.1% | $91-13.5% |