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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $153,180 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $50,000 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $13,500 |
MORNINGSTAR5+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $11,912 |
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 | $45,983 | $100,179-54.1% | $84,015-45.3% | $89,569-48.7% |
| Participation rate | 60.2% | 54.1%+6.1pp | 69.0%-8.8pp | 69.6%-9.4pp |
| Annual return | 24.18% | 22.50%+1.7pp | 71.31%-47.1pp | 34.56%-10.4pp |
| Employer contribution / active EE | $1,797 | $816+120.1% | $1,983-9.4% | $2,584-30.5% |
| Participant deferral / active EE | $2,460 | $1,459+68.6% | $3,239-24.0% | $4,220-41.7% |
| Admin fee / account holder | $11 | $72-84.6% | $6,101-99.8% | $72-84.5% |