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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $329,814 |
RVK, INC.2 years Service code 16 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Consulting | $53,624 |
RVK, INC.6 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $18,050 |
THE LAMPO GROUP, INC.6 years Service code 27 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Plan) | $13,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,230 | $104,631+27.3% | $98,439+35.3% | $80,160+66.2% |
| Participation rate | 97.0% | 87.5%+9.5pp | 75.2%+21.9pp | 72.9%+24.1pp |
| Annual return | 18.00% | 34.72%-16.7pp | 21.16%-3.2pp | 40.38%-22.4pp |
| Employer contribution / active EE | $5,914 | $4,517+30.9% | $3,048+94.0% | $2,978+98.6% |
| Participant deferral / active EE | $7,112 | $6,545+8.7% | $4,738+50.1% | $5,017+41.8% |
| Admin fee / account holder | $192 | $105+83.0% | $8,948-97.9% | $145+32.3% |