Filed September 13, 2007 (most recent of 2 filings on file)
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 |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $111,897 |
ASCENSUS LLC2+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $83,883 |
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 | $91,202 | $67,228+35.7% | $117,854-22.6% | $77,958+17.0% |
| Participation rate | 95.1% | 79.4%+15.7pp | 79.7%+15.5pp | 71.6%+23.5pp |
| Annual return | 17.57% | 19.13%-1.6pp | 335.08%-317.5pp | 20.87%-3.3pp |
| Employer contribution / active EE | $4,650 | $2,211+110.3% | $3,786+22.8% | $2,310+101.2% |
| Participant deferral / active EE | $6,263 | $3,653+71.5% | $4,482+39.8% | $3,537+77.1% |
| Admin fee / account holder | $128 | $76+69.0% | $8,020-98.4% | $97+31.6% |