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 INC9+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $351,050 |
FRANCIS LLC2 years Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $133,739 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $76,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,623 | $2,679,533-97.4% | $164,813-58.4% | $199,593-65.6% |
| Participation rate | 91.9% | 78.3%+13.6pp | 78.6%+13.3pp | 72.0%+19.9pp |
| Annual return | 13.32% | 17.93%-4.6pp | 69.93%-56.6pp | 34.25%-20.9pp |
| Employer contribution / active EE | $4,394 | $2,970+48.0% | $4,341+1.2% | $3,034+44.8% |
| Participant deferral / active EE | $6,265 | $5,010+25.1% | $6,031+3.9% | $5,087+23.2% |
| Admin fee / account holder | $97 | $1,982-95.1% | $12,690-99.2% | $269-64.0% |