Filed August 1, 2013 (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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 27 · EIN 13-4284240 | Advisory (Plan) | $26,250 |
CLIFTONLARSONALLEN LLP3 years Service code 27 · EIN 41-0746749 | Advisory (Plan) | $12,380 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,100 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,521 | $185,342-54.4% | $111,297-24.1% | $86,799-2.6% |
| Participation rate | 94.2% | 81.0%+13.3pp | 77.3%+16.9pp | 72.3%+22.0pp |
| Annual return | 17.97% | 500.80%-482.8pp | 54.65%-36.7pp | 97.91%-79.9pp |
| Employer contribution / active EE | $2,857 | $2,246+27.2% | $2,731+4.6% | $2,405+18.8% |
| Participant deferral / active EE | $3,950 | $4,458-11.4% | $4,487-12.0% | $4,131-4.4% |
| Admin fee / account holder | $171 | $255-32.9% | $7,964-97.8% | $170+1.1% |