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 year Filed as: R. V. KUHNS AND ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $80,235 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $66,407 |
THE LAMPO GROUP, INC.1 year Filed as: LAMPO GROUP LLC Service code 50 1749 MALLORY LN · BRENTWOOD, TN 37027 | Direct Payment | $17,777 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER AND DEETER Service code 10 1230 PEACHTREE STREET · ATLANTA, GA 30309 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,524 | $90,410+17.8% | $91,001+17.1% | $77,958+36.6% |
| Participation rate | 97.2% | 86.4%+10.8pp | 75.6%+21.6pp | 71.6%+25.5pp |
| Annual return | 19.79% | 21.34%-1.5pp | 4.60%+15.2pp | 20.87%-1.1pp |
| Employer contribution / active EE | $5,397 | $3,392+59.1% | $2,456+119.8% | $2,310+133.6% |
| Participant deferral / active EE | $5,710 | $4,816+18.6% | $3,547+60.9% | $3,537+61.4% |
| Admin fee / account holder | $47 | $79-40.6% | $5,417-99.1% | $97-51.8% |