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 | $62,855 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,330 |
COHNREZNICK LLP6+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $9,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $275,866 | $102,389+169.4% | $100,516+174.5% | $90,288+205.5% |
| Participation rate | 78.7% | 84.0%-5.4pp | 79.4%-0.7pp | 73.4%+5.3pp |
| Annual return | 20.17% | 22.50%-2.3pp | 30.89%-10.7pp | 53.97%-33.8pp |
| Employer contribution / active EE | $5,564 | $3,056+82.1% | $3,418+62.8% | $2,524+120.4% |
| Participant deferral / active EE | $8,256 | $7,514+9.9% | $6,270+31.7% | $4,232+95.1% |
| Admin fee / account holder | $55 | $83-33.9% | $8,081-99.3% | $114-51.8% |