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 |
|---|---|---|
RVK, INC.1+ years Filed as: R V KUHNS ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $61,655 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53,667 |
FRAZIER & DEETER, LLC1+ years Filed as: FRAZIER DEETER Service code 10 401 COMMERCE STREET · NASHVILLE, TN 37219 | Accounting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,613 | $82,279+22.3% | $77,999+29.0% | $63,975+57.3% |
| Participation rate | 98.3% | 84.7%+13.7pp | 75.5%+22.8pp | 71.1%+27.2pp |
| Annual return | 6.90% | 11.20%-4.3pp | 425.96%-419.1pp | 48.65%-41.8pp |
| Employer contribution / active EE | $5,174 | $3,297+57.0% | $2,470+109.5% | $2,182+137.2% |
| Participant deferral / active EE | $6,770 | $4,538+49.2% | $3,497+93.6% | $3,356+101.7% |
| Admin fee / account holder | $30 | $81-63.1% | $5,480-99.5% | $70-57.4% |