Filed October 16, 2015
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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $218,537 |
CLEARVIEW GROUP2 years Service code 16 200 GLENRIDGE POINT PKWY · ATLANTA, GA 30342 | Consulting | $53,485 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE ADVISORY Service code 14 200 GLENRIDGE POINT PKWY, STE 400 · ATLANTA, GA 30342 | Plan Administrator | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,224 | $177,276-95.9% | $86,590-91.7% | $177,276-95.9% |
| Participation rate | 77.1% | 74.8%+2.2pp | 73.5%+3.5pp | 74.8%+2.2pp |
| Annual return | 21.44% | 21.25%+0.2pp | 964.84%-943.4pp | 21.25%+0.2pp |
| Employer contribution / active EE | $522 | $2,479-78.9% | $2,839-81.6% | $2,479-78.9% |
| Participant deferral / active EE | $1,290 | $3,881-66.8% | $3,609-64.3% | $3,881-66.8% |
| Admin fee / account holder | $59 | $154-61.8% | $4,906-98.8% | $154-61.8% |