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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $401,126 |
RVK, INC.5 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $52,062 |
RVK, INC.1 year Service code 16 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Consulting | $17,524 |
SMARTDOLLAR4 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $14,329 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,665 | $136,266-15.1% | $90,749+27.5% | $77,904+48.5% |
| Participation rate | 95.1% | 86.6%+8.4pp | 75.7%+19.4pp | 73.7%+21.4pp |
| Annual return | -14.94% | -11.32%-3.6pp | -12.16%-2.8pp | 12.21%-27.1pp |
| Employer contribution / active EE | $8,262 | $4,215+96.0% | $2,921+182.9% | $2,848+190.2% |
| Participant deferral / active EE | $6,944 | $6,353+9.3% | $4,564+52.1% | $4,806+44.5% |
| Admin fee / account holder | $204 | $399-48.9% | $8,445-97.6% | $133+53.7% |