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 |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $95,649 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL Service code 16 · EIN 47-1411118 | Consulting | $35,000 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $18,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,208 | $99,078-23.1% | $96,544-21.1% | $74,419+2.4% |
| Participation rate | 96.1% | 80.7%+15.4pp | 76.0%+20.1pp | 70.7%+25.4pp |
| Annual return | 17.50% | 22.48%-5.0pp | 25.84%-8.3pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,389 | $2,570+31.8% | $2,965+14.3% | $2,637+28.5% |
| Participant deferral / active EE | $4,511 | $4,933-8.6% | $4,851-7.0% | $4,528-0.4% |
| Admin fee / account holder | $155 | $225-31.0% | $8,252-98.1% | $348-55.5% |