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 | $41,171 |
COHNREZNICK LLP4+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $22,700 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,266 |
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 | $209,389 | $71,106+194.5% | $83,333+151.3% | $75,289+178.1% |
| Participation rate | 96.9% | 82.0%+14.9pp | 77.8%+19.1pp | 72.4%+24.5pp |
| Annual return | -4.52% | -0.56%-4.0pp | 10.63%-15.2pp | -0.04%-4.5pp |
| Employer contribution / active EE | $7,596 | $2,436+211.9% | $3,379+124.8% | $2,405+215.9% |
| Participant deferral / active EE | $10,753 | $6,249+72.1% | $5,565+93.2% | $3,739+187.6% |
| Admin fee / account holder | $47 | $72-35.4% | $7,510-99.4% | $102-54.3% |