Filed September 24, 2014 (most recent of 4 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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,896 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $15,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,210 | $82,683-23.6% | $133,980-52.8% | $65,292-3.2% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.1%+10.7pp | 72.4%+25.4pp |
| Annual return | 11.12% | 9.63%+1.5pp | 29.30%-18.2pp | 11.84%-0.7pp |
| Employer contribution / active EE | $1,987 | $3,583-44.6% | $5,211-61.9% | $2,302-13.7% |
| Participant deferral / active EE | $4,482 | $5,190-13.6% | $6,282-28.6% | $3,579+25.3% |
| Admin fee / account holder | $12 | $66-82.1% | $9,324-99.9% | $57-79.5% |