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 |
|---|---|---|
COHNREZNICK LLP1+ years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $66,000 |
MERCER1+ years Service code 16 PO BOX 13793 · NEWARK, NJ 07188 | Consulting | $12,490 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $784 |
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 | $192,010 | $55,182+248.0% | $73,307+161.9% | $55,191+247.9% |
| Participation rate | 96.8% | 73.9%+22.9pp | 74.9%+21.9pp | 69.2%+27.6pp |
| Annual return | 58.97% | 8.55%+50.4pp | 5.67%+53.3pp | 10.78%+48.2pp |
| Employer contribution / active EE | $7,074 | $1,935+265.7% | $3,237+118.5% | $1,899+272.6% |
| Participant deferral / active EE | $9,581 | $4,641+106.4% | $4,991+92.0% | $3,046+214.5% |
| Admin fee / account holder | $59 | $68-13.7% | $5,637-99.0% | $91-34.9% |