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 |
|---|---|---|
Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $53,794 |
COHNREZNICK LLP3+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $22,700 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $896 |
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 | $229,644 | $80,360+185.8% | $90,160+154.7% | $77,958+194.6% |
| Participation rate | 96.8% | 81.9%+14.9pp | 76.9%+19.9pp | 71.6%+25.2pp |
| Annual return | 19.72% | 24.56%-4.8pp | 34.88%-15.2pp | 20.87%-1.1pp |
| Employer contribution / active EE | $7,502 | $2,326+222.6% | $3,318+126.1% | $2,310+224.7% |
| Participant deferral / active EE | $10,617 | $5,829+82.1% | $5,288+100.8% | $3,537+200.2% |
| Admin fee / account holder | $51 | $64-19.5% | $5,943-99.1% | $97-47.3% |