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 | $56,518 |
COHNREZNICK LLP5+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $23,400 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,305 |
Filed as: FIDUCIARY PARTNERS RET. GROUP, INC Service code 16 2729 S.R. 580 SUITE C · CLEARWATER, FL 33761 | Consulting | $14,139 |
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 | $244,163 | $86,338+182.8% | $91,989+165.4% | $77,787+213.9% |
| Participation rate | 96.4% | 82.9%+13.5pp | 78.6%+17.8pp | 73.2%+23.2pp |
| Annual return | 23.57% | 29.65%-6.1pp | 69.02%-45.4pp | 32.57%-9.0pp |
| Employer contribution / active EE | $7,903 | $2,988+164.5% | $3,452+128.9% | $2,504+215.5% |
| Participant deferral / active EE | $11,306 | $6,908+63.7% | $5,923+90.9% | $3,967+185.0% |
| Admin fee / account holder | $74 | $79-6.5% | $7,743-99.0% | $100-25.9% |