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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $160,240 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $13,000 |
MORNINGSTAR4+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $12,201 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 16 120 VANTIS · ALISO VIEJO, CA 92656 | Consulting | $7,500 |
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 | $34,880 | $38,510-9.4% | $74,550-53.2% | $73,367-52.5% |
| Participation rate | 62.9% | 53.5%+9.4pp | 69.1%-6.2pp | 69.5%-6.6pp |
| Annual return | -5.49% | -0.94%-4.5pp | 32.53%-38.0pp | 173.45%-178.9pp |
| Employer contribution / active EE | $1,694 | $774+118.9% | $1,961-13.6% | $2,499-32.2% |
| Participant deferral / active EE | $2,260 | $1,421+59.1% | $3,108-27.3% | $4,033-44.0% |
| Admin fee / account holder | $9 | $52-82.1% | $5,060-99.8% | $68-86.4% |