Filed May 15, 2013
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $129,492 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 500 WEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $46,581 |
COHNREZNICK LLP10+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $30,450 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,385 | $115,744+150.0% | $100,391+188.3% | $199,593+45.0% |
| Participation rate | 98.1% | 85.7%+12.5pp | 81.5%+16.6pp | 72.0%+26.1pp |
| Annual return | 15.67% | 17.79%-2.1pp | 49.20%-33.5pp | 34.25%-18.6pp |
| Employer contribution / active EE | $9,430 | $3,657+157.8% | $3,942+139.2% | $3,034+210.8% |
| Participant deferral / active EE | $13,988 | $9,844+42.1% | $8,082+73.1% | $5,087+175.0% |
| Admin fee / account holder | $95 | $93+2.0% | $7,899-98.8% | $269-64.7% |