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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $132,380 |
ASCENSUS LLC4+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $98,250 |
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 | $103,492 | $73,125+41.5% | $125,175-17.3% | $77,787+33.0% |
| Participation rate | 89.7% | 79.4%+10.3pp | 79.8%+10.0pp | 73.2%+16.5pp |
| Annual return | 22.35% | 24.71%-2.4pp | 43.79%-21.4pp | 32.57%-10.2pp |
| Employer contribution / active EE | $4,851 | $2,413+101.0% | $3,865+25.5% | $2,504+93.7% |
| Participant deferral / active EE | $6,989 | $3,966+76.2% | $4,937+41.6% | $3,967+76.2% |
| Admin fee / account holder | $135 | $89+50.5% | $9,702-98.6% | $100+34.5% |