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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $198,857 |
ASCENSUS LLC7+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $103,381 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,038 | $84,000-20.2% | $119,609-44.0% | $77,904-13.9% |
| Participation rate | 86.9% | 77.8%+9.1pp | 79.3%+7.7pp | 73.7%+13.2pp |
| Annual return | 0.55% | -11.59%+12.1pp | -14.97%+15.5pp | 12.21%-11.7pp |
| Employer contribution / active EE | $3,000 | $2,907+3.2% | $4,232-29.1% | $2,848+5.3% |
| Participant deferral / active EE | $4,717 | $4,705+0.3% | $5,602-15.8% | $4,806-1.8% |
| Admin fee / account holder | $73 | $116-37.0% | $10,323-99.3% | $133-44.9% |