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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $123,116 |
ASCENSUS LLC3+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $87,773 |
SCHENCK SC4+ years Service code 10 200 E. WASHINGTON ST. · APPLETON, WI 54912 | Accounting | $10,000 |
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 | $85,986 | $64,311+33.7% | $110,238-22.0% | $75,289+14.2% |
| Participation rate | 96.5% | 79.3%+17.2pp | 79.8%+16.7pp | 72.4%+24.1pp |
| Annual return | -4.41% | -1.74%-2.7pp | 314.74%-319.1pp | -0.04%-4.4pp |
| Employer contribution / active EE | $4,885 | $2,404+103.3% | $3,826+27.7% | $2,405+103.1% |
| Participant deferral / active EE | $6,996 | $3,892+79.8% | $4,672+49.8% | $3,739+87.1% |
| Admin fee / account holder | $136 | $88+55.0% | $8,547-98.4% | $102+32.8% |