Filed September 3, 2010 (most recent of 3 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 | $165,335 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC ADVISOR SERVICES Service code 50 120 VANTIS · ALISO VIEJO, CA 92656 | Direct Payment | $22,500 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $11,210 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 P.O. BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $8,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,670 | $39,909-15.6% | $78,778-57.3% | $80,976-58.4% |
| Participation rate | 68.6% | 55.7%+12.9pp | 69.2%-0.6pp | 68.3%+0.3pp |
| Annual return | 20.54% | 23.47%-2.9pp | 35.62%-15.1pp | 22.91%-2.4pp |
| Employer contribution / active EE | $1,628 | $778+109.3% | $1,986-18.0% | $2,402-32.2% |
| Participant deferral / active EE | $2,106 | $1,359+55.0% | $2,958-28.8% | $3,848-45.3% |
| Admin fee / account holder | $10 | $50-80.3% | $5,134-99.8% | $67-85.5% |