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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $389,827 |
FRANCIS LLC3 years Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $134,628 |
BENEFIT TECHNOLOGY RESOURCES, LLC1 year Service code 16 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Consulting | $79,438 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $26,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,668 | $117,739-37.4% | $156,263-52.9% | $117,739-37.4% |
| Participation rate | 92.7% | 76.6%+16.0pp | 78.9%+13.8pp | 76.6%+16.0pp |
| Annual return | 18.18% | 17.29%+0.9pp | 59.47%-41.3pp | 17.29%+0.9pp |
| Employer contribution / active EE | $4,453 | $3,746+18.9% | $4,333+2.8% | $3,746+18.9% |
| Participant deferral / active EE | $6,540 | $6,128+6.7% | $6,158+6.2% | $6,128+6.7% |
| Admin fee / account holder | $97 | $112-12.9% | $14,255-99.3% | $112-12.9% |