Filed June 17, 1
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 |
|---|---|---|
OGLETREE DEAKINS1 year Filed as: OGLETREE,DEAKINS,NASH,SMOAK & STEWA Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $61,127 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $57,901 |
Service code 16 2040 MAIN STREET SUITE 150 · IRVINE, CA 92614 | Consulting | $40,000 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE CO LLP Service code 10 PO BOX 2598 · RINCON, GA 31326 | Accounting | $36,075 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,988 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,820 | $61,125+176.2% | $108,579+55.5% | $63,975+163.9% |
| Participation rate | 97.0% | 80.5%+16.5pp | 79.6%+17.5pp | 71.1%+25.9pp |
| Annual return | 8.54% | 14.06%-5.5pp | -51.70%+60.2pp | 48.65%-40.1pp |
| Employer contribution / active EE | $5,955 | $2,237+166.2% | $3,758+58.4% | $2,182+172.9% |
| Participant deferral / active EE | $7,842 | $3,574+119.4% | $4,311+81.9% | $3,356+133.6% |
| Admin fee / account holder | $155 | $72+115.2% | $7,645-98.0% | $70+119.8% |