Filed May 10, 2007 (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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $248,090 |
RVK, INC.8 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $75,983 |
THE LAMPO GROUP, INC.8 years Service code 27 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Plan) | $13,275 |
Annual investment return 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 | $149,583 | $123,077+21.5% | $116,228+28.7% | $102,872+45.4% |
| Participation rate | 94.7% | 87.0%+7.7pp | 74.6%+20.2pp | 73.0%+21.7pp |
| Annual return | 11.53% | 15.84%-4.3pp | 90.06%-78.5pp | 19.06%-7.5pp |
| Employer contribution / active EE | $6,937 | $4,380+58.4% | $2,994+131.7% | $3,526+96.7% |
| Participant deferral / active EE | $7,694 | $6,746+14.1% | $4,953+55.3% | $5,535+39.0% |
| Admin fee / account holder | $173 | $115+49.6% | $11,989-98.6% | $292-40.9% |