Filed October 12, 2011 (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 INC10+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1714114 | Recordkeeping | $542,738 |
CREATIVE PLANNING LLC2 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $83,333 |
GRANT THORNTON LLP11+ years Service code 10 · EIN 36-6055558 | Accounting | $24,511 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,381 | $117,739+15.0% | $82,389+64.3% | $117,739+15.0% |
| Participation rate | 94.8% | 76.6%+18.2pp | 69.5%+25.3pp | 76.6%+18.2pp |
| Annual return | 14.48% | 17.29%-2.8pp | 28.67%-14.2pp | 17.29%-2.8pp |
| Employer contribution / active EE | $3,160 | $3,746-15.6% | $2,517+25.5% | $3,746-15.6% |
| Participant deferral / active EE | $7,504 | $6,128+22.5% | $4,155+80.6% | $6,128+22.5% |
| Admin fee / account holder | $82 | $112-26.5% | $7,231-98.9% | $112-26.5% |