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 |
|---|---|---|
MERCER2+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $27,345 |
COHNREZNICK LLP2+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $22,000 |
Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $11,189 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,602 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $198,345 | $70,106+182.9% | $80,975+144.9% | $63,975+210.0% |
| Participation rate | 96.6% | 79.4%+17.2pp | 75.8%+20.8pp | 71.1%+25.5pp |
| Annual return | 6.94% | 13.93%-7.0pp | 17.10%-10.2pp | 48.65%-41.7pp |
| Employer contribution / active EE | $9,958 | $2,042+387.8% | $3,714+168.1% | $2,182+356.5% |
| Participant deferral / active EE | $9,977 | $5,245+90.2% | $5,696+75.2% | $3,356+197.3% |
| Admin fee / account holder | $42 | $57-25.6% | $5,516-99.2% | $70-39.8% |