Filed December 19, 2007
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 5-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $395,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | $283,325 |
HOLLAND & KNIGHT1 year Service code 29 · EIN 59-0663819 | Legal | $185,777 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $51,450 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $46,329 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $11,667 |
Filed as: FAEGRE DRINKER Service code 16 · EIN 41-0244008 | Consulting | $5,031 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,190 | $138,331-36.2% | $86,677+1.7% | $89,394-1.3% |
| Participation rate | 91.5% | 88.9%+2.6pp | 76.6%+14.9pp | 71.3%+20.2pp |
| Annual return | 71.71% | -11.72%+83.4pp | 35.91%+35.8pp | -11.89%+83.6pp |
| Employer contribution / active EE | $2,886 | $4,812-40.0% | $2,836+1.7% | $3,022-4.5% |
| Participant deferral / active EE | $3,247 | $8,027-59.5% | $4,656-30.3% | $5,123-36.6% |
| Admin fee / account holder | $67 | $64+4.8% | $7,493-99.1% | $79-15.4% |