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 |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $117,723 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $43,753 |
COHNREZNICK LLP7+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $38,100 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $14,444 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,014 | $108,617+144.0% | $108,410+144.5% | $93,030+184.9% |
| Participation rate | 96.4% | 83.1%+13.3pp | 80.1%+16.3pp | 73.9%+22.5pp |
| Annual return | 16.20% | 21.63%-5.4pp | 905.27%-889.1pp | 158.70%-142.5pp |
| Employer contribution / active EE | $7,954 | $3,249+144.8% | $3,558+123.5% | $2,706+194.0% |
| Participant deferral / active EE | $11,925 | $7,885+51.2% | $6,563+81.7% | $4,562+161.4% |
| Admin fee / account holder | $104 | $94+10.9% | $7,295-98.6% | $152-31.6% |