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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $214,618 |
RVK, INC.1 year Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $80,148 |
THE LAMPO GROUP, INC.1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $19,942 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & 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 | $101,470 | $134,045-24.3% | $80,019+26.8% | $75,289+34.8% |
| Participation rate | 98.2% | 85.8%+12.5pp | 75.8%+22.4pp | 72.4%+25.8pp |
| Annual return | -5.18% | -0.56%-4.6pp | 11.22%-16.4pp | -0.04%-5.1pp |
| Employer contribution / active EE | $6,314 | $3,492+80.8% | $2,468+155.9% | $2,405+162.6% |
| Participant deferral / active EE | $7,636 | $4,976+53.4% | $3,686+107.2% | $3,739+104.2% |
| Admin fee / account holder | $123 | $124-1.0% | $6,521-98.1% | $102+19.8% |